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
526
$545K ﹤0.01%
+21,828
527
$497K ﹤0.01%
+18,463
528
$433K ﹤0.01%
+10,652
529
$323K ﹤0.01%
+13,935
530
$321K ﹤0.01%
+5,697
531
$313K ﹤0.01%
+13,828
532
$300K ﹤0.01%
+36,000
533
$265K ﹤0.01%
+4,373
534
$263K ﹤0.01%
+5,258
535
$223K ﹤0.01%
+3,404
536
$205K ﹤0.01%
+6,118
537
$203K ﹤0.01%
+12,020