WRF
Waddell & Reed Financial Portfolio holdings
AUM
$48.6B
1-Year Return
84.53%
This Quarter Return
+0.38%
1 Year Return
+84.53%
3 Year Return
+123.69%
5 Year Return
+253.52%
10 Year Return
–
AUM
$72.2B
AUM Growth
+$3.94B
(+5.8%)
Cap. Flow
+$5.11B
Cap. Flow
% of AUM
7.08%
Top 10 Holdings %
Top 10 Hldgs %
16.62%
Holding
578
New
48
Increased
262
Reduced
184
Closed
48
Top Buys
| 1 |
Citigroup
C
|
$668M |
| 2 |
Microsoft
MSFT
|
$644M |
| 3 |
Intel
INTC
|
$531M |
| 4 |
Apple
AAPL
|
$523M |
| 5 |
Home Depot
HD
|
$461M |
Top Sells
| 1 |
PLL
PALL CORP
PLL
|
$399M |
| 2 |
Pentair
PNR
|
$347M |
| 3 |
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
|
$304M |
| 4 |
Meta Platforms (Facebook)
META
|
$298M |
| 5 |
Oracle
ORCL
|
$278M |
Sector Composition
| 1 | Technology | 20.8% |
| 2 | Industrials | 12.55% |
| 3 | Consumer Discretionary | 12.35% |
| 4 | Healthcare | 12.27% |
| 5 | Financials | 11.81% |
