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
$47.9B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$1.43B
2
+$1.41B
3
+$1.23B
4
PM icon
Philip Morris
PM
+$1.13B
5
CSCO icon
Cisco
CSCO
+$870M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.57%
2 Consumer Discretionary 13.37%
3 Financials 12.81%
4 Industrials 11.27%
5 Healthcare 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2.09M ﹤0.01%
+17,650
502
$1.97M ﹤0.01%
+88,581
503
$1.96M ﹤0.01%
+4,758
504
$1.95M ﹤0.01%
+125,730
505
$1.92M ﹤0.01%
+107,000
506
$1.77M ﹤0.01%
+13,143
507
$1.73M ﹤0.01%
+16,369
508
$1.66M ﹤0.01%
+47,650
509
$1.51M ﹤0.01%
+2,750,000
510
$1.44M ﹤0.01%
+24,847
511
$1.37M ﹤0.01%
+33,134
512
$1.3M ﹤0.01%
+21,602
513
$1.29M ﹤0.01%
+16,256
514
$1.26M ﹤0.01%
+8,225
515
$1.17M ﹤0.01%
+102,782
516
$1.13M ﹤0.01%
+433,559
517
$1.09M ﹤0.01%
+10,514
518
$1.05M ﹤0.01%
+41,318
519
$1.03M ﹤0.01%
+22,141
520
$998K ﹤0.01%
+13,282
521
$881K ﹤0.01%
+34,572
522
$741K ﹤0.01%
+32,632
523
$664K ﹤0.01%
+32,838
524
$631K ﹤0.01%
+90,695
525
$604K ﹤0.01%
+14,395
18 19 20
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