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
$44.9B
AUM Growth
-$481M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
573
New
Increased
Reduced
Closed

Top Buys

1
+$389M
2
+$152M
3
+$137M
4
C icon
Citigroup
C
+$136M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$116M

Top Sells

1
+$327M
2
+$202M
3
+$154M
4
UNP icon
Union Pacific
UNP
+$150M
5
BABA icon
Alibaba
BABA
+$145M

Sector Composition

1 Technology 23.87%
2 Financials 13.85%
3 Healthcare 12.82%
4 Consumer Discretionary 11.14%
5 Industrials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
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