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
476
$3.76M 0.01%
+63,840
477
$3.69M 0.01%
+207,800
478
$3.62M 0.01%
+125,000
479
$3.61M 0.01%
+345,100
480
$3.58M 0.01%
+243,121
481
$3.54M 0.01%
+42,300
482
$3.43M 0.01%
+49,780
483
$3.28M 0.01%
+20,500
484
$3.26M 0.01%
+254,090
485
$3.19M 0.01%
+137,700
486
$3.07M 0.01%
+55,000
487
$3.02M 0.01%
+20,348
488
$3.01M 0.01%
+162,320
489
$3.01M 0.01%
+175,000
490
$2.83M 0.01%
+51,000
491
$2.73M 0.01%
+207,200
492
$2.64M 0.01%
+172,470
493
$2.58M 0.01%
+296,400
494
$2.56M 0.01%
+187,617
495
$2.48M 0.01%
+11,290
496
$2.38M 0.01%
+600,930
497
$2.29M ﹤0.01%
+94,630
498
$2.23M ﹤0.01%
+65,000
499
$2.16M ﹤0.01%
+70,000
500
$2.1M ﹤0.01%
+53,901
18 19
20
21 22