WRF

Waddell & Reed Financial Portfolio holdings

AUM $48.6B
1-Year Est. Return 84.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+84.78%
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
+$102M
2
+$80.5M
3
+$71.1M
4
HCA icon
HCA Healthcare
HCA
+$59.1M
5
BSX icon
Boston Scientific
BSX
+$58.6M

Top Sells

1
+$128M
2
+$115M
3
+$104M
4
MELI icon
Mercado Libre
MELI
+$96.7M
5
LHX icon
L3Harris
LHX
+$94.7M

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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-110,020
454
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-66,169
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-80,082
456
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-49,984
457
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-426,388
459
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-410,185
460
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-29,655
463
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-3,867,269
464
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466
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467
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469
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472
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474
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475
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