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
$44.9B
AUM Growth
-$481M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
573
New
Increased
Reduced
Closed

Top Buys

1
+$389M
2
+$152M
3
+$137M
4
C icon
Citigroup
C
+$136M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$116M

Top Sells

1
+$327M
2
+$202M
3
+$154M
4
UNP icon
Union Pacific
UNP
+$150M
5
BABA icon
Alibaba
BABA
+$145M

Sector Composition

1 Technology 23.87%
2 Financials 13.85%
3 Healthcare 12.82%
4 Consumer Discretionary 11.14%
5 Industrials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$8.82M 0.02%
199,717
-12,700
427
$8.81M 0.02%
81,729
+9,850
428
$8.76M 0.02%
+117,400
429
$8.72M 0.02%
46,750
-1,250
430
$8.61M 0.02%
95,120
-8,080
431
$8.52M 0.02%
95,852
-24,048
432
$8.46M 0.02%
+110,000
433
$8.12M 0.02%
67,300
-274,962
434
$8.11M 0.02%
370,991
-9,050
435
$8.1M 0.02%
320,000
+45,000
436
$8.01M 0.02%
300,000
437
$7.97M 0.02%
+583,650
438
$7.96M 0.02%
+370,298
439
$7.9M 0.02%
478,884
-37,100
440
$7.69M 0.02%
+53,400
441
$7.59M 0.02%
244,731
442
$7.36M 0.02%
252,626
+31,626
443
$7.36M 0.02%
+57,200
444
$6.52M 0.01%
221,300
+4,700
445
$6.47M 0.01%
239,900
+81,400
446
$6.47M 0.01%
112,625
-1,600
447
$6.41M 0.01%
157,900
+6,200
448
$6.36M 0.01%
+56,800
449
$6.31M 0.01%
102,308
-99,400
450
$6.25M 0.01%
322,988
+6,900
16 17
18
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