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
$52.4B
AUM Growth
+$4.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
615
New
Increased
Reduced
Closed

Top Buys

1
+$508M
2
+$393M
3
+$388M
4
CSCO icon
Cisco
CSCO
+$363M
5
AMAT icon
Applied Materials
AMAT
+$290M

Top Sells

1
+$588M
2
+$445M
3
+$433M
4
NWSA
NEWS CORPORATION CL-A
NWSA
+$401M
5
WYNN icon
Wynn Resorts
WYNN
+$369M

Sector Composition

1 Technology 20.25%
2 Consumer Discretionary 12.52%
3 Financials 11.77%
4 Industrials 10.76%
5 Healthcare 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$5.16M 0.01%
66,398
+5,469
477
$5.12M 0.01%
583,332
-196,160
478
$5.11M 0.01%
148,951
-1,302,817
479
$5.08M 0.01%
69,167
+47,565
480
$5.03M 0.01%
90,000
481
$5.01M 0.01%
341,500
+83,900
482
$4.99M 0.01%
139,287
483
$4.91M 0.01%
143,070
-418,841
484
$4.88M 0.01%
+354,430
485
$4.77M 0.01%
10,115
-6,505
486
$4.73M 0.01%
135,550
-50,650
487
$4.71M 0.01%
457,700
488
$4.52M 0.01%
+765,410
489
$4.48M 0.01%
+68,039
490
$4.44M 0.01%
51,650
-342,857
491
$4.42M 0.01%
150,000
+25,000
492
$4.32M 0.01%
250,000
+75,000
493
$4.31M 0.01%
254,090
494
$4.26M 0.01%
283,900
495
$4.17M 0.01%
+136,394
496
$4.15M 0.01%
+151,560
497
$4.08M 0.01%
243,121
498
$4.08M 0.01%
150,800
+13,100
499
$4.01M 0.01%
112,768
+1,300
500
$3.97M 0.01%
57,611
-299,472
18 19
20
21 22