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
451
$4.9M 0.01%
+41,100
452
$4.89M 0.01%
+193,900
453
$4.87M 0.01%
+145,000
454
$4.83M 0.01%
+139,287
455
$4.81M 0.01%
+60,050
456
$4.79M 0.01%
+71,500
457
$4.68M 0.01%
+158,800
458
$4.65M 0.01%
+457,700
459
$4.64M 0.01%
+95,100
460
$4.5M 0.01%
+240,000
461
$4.27M 0.01%
+257,600
462
$4.25M 0.01%
+111,468
463
$4.2M 0.01%
+25,100
464
$4.18M 0.01%
+214,390
465
$4.15M 0.01%
+200,120
466
$4.13M 0.01%
+206,530
467
$4.12M 0.01%
+79,800
468
$4.11M 0.01%
+161,600
469
$4.1M 0.01%
+17,644
470
$4.09M 0.01%
+64,840
471
$3.99M 0.01%
+80,190
472
$3.97M 0.01%
+82,800
473
$3.92M 0.01%
+189,850
474
$3.9M 0.01%
+283,900
475
$3.77M 0.01%
+132,200
17 18
19
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