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
$40.3B
AUM Growth
+$1.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
479
New
Increased
Reduced
Closed

Top Buys

1 +$185M
2 +$91.3M
3 +$90.6M
4
META icon
Meta Platforms (Facebook)
META
+$88.8M
5
CRM icon
Salesforce
CRM
+$81.5M

Top Sells

1 +$246M
2 +$119M
3 +$112M
4
TIF
Tiffany & Co.
TIF
+$97.8M
5
MA icon
Mastercard
MA
+$94.3M

Sector Composition

1 Technology 30.11%
2 Healthcare 12.61%
3 Consumer Discretionary 12.11%
4 Industrials 10.15%
5 Communication Services 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
-1,055,407
477
-399,741