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
$41.6B
AUM Growth
+$2.95B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$131M
2
+$115M
3
+$93.7M
4
JPM icon
JPMorgan Chase
JPM
+$85.4M
5
MRVL icon
Marvell Technology
MRVL
+$74.8M

Top Sells

1
+$204M
2
+$150M
3
+$129M
4
CSCO icon
Cisco
CSCO
+$112M
5
MELI icon
Mercado Libre
MELI
+$110M

Sector Composition

1 Technology 33.91%
2 Healthcare 15.21%
3 Consumer Discretionary 13.05%
4 Industrials 8.29%
5 Financials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
– –
-274,020
477
– –
-466,647
478
– –
-564
479
– –
-15,748
480
– –
-1,318,558
481
– –
-387,670
482
– –
-49,337
483
– –
-4,014
484
– –
-6,536,934
485
– –
-710,075
486
– –
-875,921
487
– –
-444,976
488
– –
-680,914
489
– –
-184,611
16 17 18 19
20