WRF

Waddell & Reed Financial Portfolio holdings

AUM $48.6B
1-Year Est. Return 84.53%
This Quarter Est. Return
1 Year Est. Return
+84.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$47.9B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$1.43B
2
+$1.41B
3
+$1.23B
4
PM icon
Philip Morris
PM
+$1.13B
5
CSCO icon
Cisco
CSCO
+$870M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.57%
2 Consumer Discretionary 13.37%
3 Financials 12.81%
4 Industrials 11.27%
5 Healthcare 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$6.3M 0.01%
+43,550
427
$6.27M 0.01%
+436,680
428
$6.26M 0.01%
+254,700
429
$6.21M 0.01%
+403,980
430
$6.11M 0.01%
+461,000
431
$6.04M 0.01%
+466,569
432
$5.92M 0.01%
+131,590
433
$5.88M 0.01%
+181,100
434
$5.85M 0.01%
+158,800
435
$5.84M 0.01%
+172,480
436
$5.81M 0.01%
+320,300
437
$5.68M 0.01%
+135,100
438
$5.66M 0.01%
+951,700
439
$5.55M 0.01%
+266,639
440
$5.48M 0.01%
+588,250
441
$5.4M 0.01%
+399,670
442
$5.34M 0.01%
+13,397
443
$5.31M 0.01%
+147,100
444
$5.17M 0.01%
+172,300
445
$5.13M 0.01%
+105,197
446
$5.02M 0.01%
+90,000
447
$5M 0.01%
+311,600
448
$5M 0.01%
+60,929
449
$4.93M 0.01%
+338,600
450
$4.91M 0.01%
+700,000
16 17
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