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
$38.7B
AUM Growth
+$7.93B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$86.5M
3
+$77M
4
DFS
Discover Financial Services
DFS
+$66.3M
5
CRWD icon
CrowdStrike
CRWD
+$64.9M

Top Sells

1
+$143M
2
+$127M
3
+$126M
4
NVDA icon
NVIDIA
NVDA
+$122M
5
CMCSA icon
Comcast
CMCSA
+$94.5M

Sector Composition

1 Technology 32.53%
2 Healthcare 14.79%
3 Consumer Discretionary 13.21%
4 Financials 9.45%
5 Industrials 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$148K ﹤0.01%
+15,187
452
$54K ﹤0.01%
15,748
453
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459
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-64,484
463
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-3,867,269
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469
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471
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472
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