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
476
$5.88M 0.01%
1,434,400
+33,900
477
$5.88M 0.01%
111,290
+18,020
478
$5.88M 0.01%
75,560
+14,040
479
$5.88M 0.01%
+134,360
480
$5.85M 0.01%
186,370
+20,470
481
$5.85M 0.01%
44,220
+17,650
482
$5.83M 0.01%
74,980
+16,210
483
$5.81M 0.01%
+183,640
484
$5.8M 0.01%
127,320
+38,690
485
$5.79M 0.01%
114,870
+24,760
486
$5.79M 0.01%
115,750
-94,300
487
$5.78M 0.01%
384,140
+86,920
488
$5.78M 0.01%
202,650
+29,970
489
$5.78M 0.01%
179,022
+33,072
490
$5.74M 0.01%
149,960
+19,740
491
$5.74M 0.01%
+300,000
492
$5.7M 0.01%
84,050
+14,090
493
$5.69M 0.01%
44,450
+3,270
494
$5.68M 0.01%
499,106
-132,169
495
$5.68M 0.01%
64,129
+11,000
496
$5.64M 0.01%
59,070
497
$5.54M 0.01%
235,500
+7,100
498
$5.46M 0.01%
43,200
-3,900
499
$5.41M 0.01%
+126,400
500
$5.4M 0.01%
524,700
-1,225,200
18 19
20
21 22