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
$48.3B
AUM Growth
+$860M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$271M
2
+$223M
3
+$219M
4
CME icon
CME Group
CME
+$190M
5
QCOM icon
Qualcomm
QCOM
+$148M

Top Sells

1
+$190M
2
+$175M
3
+$167M
4
BUD icon
AB InBev
BUD
+$157M
5
CELG
Celgene Corp
CELG
+$142M

Sector Composition

1 Technology 22.09%
2 Healthcare 15.74%
3 Consumer Discretionary 10.39%
4 Financials 9.26%
5 Industrials 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$6.57M 0.01%
140,240
-41,530
452
$6.54M 0.01%
135,521
453
$6.51M 0.01%
81,160
+3,580
454
$6.44M 0.01%
214,000
-15,100
455
$6.44M 0.01%
101,852
-16,780
456
$6.4M 0.01%
288,186
+97,386
457
$6.37M 0.01%
193,800
+13,500
458
$6.31M 0.01%
80,600
-1,100
459
$6.28M 0.01%
46,100
460
$6.23M 0.01%
100,300
-34,200
461
$6.2M 0.01%
50,690
+10,230
462
$6.17M 0.01%
+72,260
463
$6.12M 0.01%
207,000
+54,900
464
$6.11M 0.01%
+120,010
465
$6.06M 0.01%
123,364
+16,380
466
$6.05M 0.01%
264,040
-153,500
467
$6.01M 0.01%
85,200
468
$6M 0.01%
111,720
+18,100
469
$5.97M 0.01%
365,177
+67,371
470
$5.93M 0.01%
+200,000
471
$5.92M 0.01%
33,774
+6,335
472
$5.92M 0.01%
116,280
+16,990
473
$5.89M 0.01%
324,300
+32,400
474
$5.89M 0.01%
47,040
+13,510
475
$5.89M 0.01%
147,890
-151,290
17 18
19
20 21