WRF
Waddell & Reed Financial Portfolio holdings
AUM
$48.6B
1-Year Return
84.53%
This Quarter Return
+11.61%
1 Year Return
+84.53%
3 Year Return
+123.69%
5 Year Return
+253.52%
10 Year Return
–
AUM
$41.6B
AUM Growth
+$2.95B
(+7.6%)
Cap. Flow
-$831M
Cap. Flow
% of AUM
-2%
Top 10 Holdings %
Top 10 Hldgs %
24.57%
Holding
490
New
37
Increased
158
Reduced
247
Closed
33
Top Buys
| 1 |
Salesforce
CRM
|
$151M |
| 2 |
Masimo
MASI
|
$121M |
| 3 |
GOOS
Canada Goose Holdings
GOOS
|
$92.1M |
| 4 |
Dollar Tree
DLTR
|
$91M |
| 5 |
JPMorgan Chase
JPM
|
$83.7M |
Top Sells
| 1 |
Tractor Supply
TSCO
|
$203M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$173M |
| 3 |
Alibaba
BABA
|
$144M |
| 4 |
Ingersoll Rand
IR
|
$116M |
| 5 |
Verizon
VZ
|
$111M |
Sector Composition
| 1 | Technology | 33.91% |
| 2 | Healthcare | 15.21% |
| 3 | Consumer Discretionary | 13.05% |
| 4 | Industrials | 8.29% |
| 5 | Financials | 8.28% |
