WRF
Waddell & Reed Financial Portfolio holdings
AUM
$48.6B
This Quarter Return
+7.28%
1 Year Return
+84.53%
3 Year Return
+123.69%
5 Year Return
+253.52%
10 Year Return
–
AUM
$45.1B
AUM Growth
+$45.1B
(+0.31%)
Cap. Flow
-$2.15B
Cap. Flow
% of AUM
-4.77%
Top 10 Holdings %
Top 10 Hldgs %
18.79%
Holding
572
New
56
Increased
168
Reduced
259
Closed
50
Top Buys
| 1 |
Intuitive Surgical
ISRG
|
$222M |
| 2 |
UnitedHealth
UNH
|
$144M |
| 3 |
JB Hunt Transport Services
JBHT
|
$118M |
| 4 |
Citigroup
C
|
$110M |
| 5 |
TE Connectivity
TEL
|
$93.5M |
Top Sells
| 1 |
Philip Morris
PM
|
$217M |
| 2 |
KITE
Kite Pharma, Inc.
KITE
|
$171M |
| 3 |
Wells Fargo
WFC
|
$169M |
| 4 |
Comcast
CMCSA
|
$152M |
| 5 |
CELG
Celgene Corp
CELG
|
$149M |
Sector Composition
| 1 | Technology | 24.48% |
| 2 | Financials | 14.42% |
| 3 | Consumer Discretionary | 11.88% |
| 4 | Healthcare | 11.47% |
| 5 | Industrials | 10.72% |
