WRF

Waddell & Reed Financial Portfolio holdings

AUM $48.6B
1-Year Est. Return 84.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+84.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$44B
AUM Growth
-$1.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$201M
2
+$181M
3
+$157M
4
MDT icon
Medtronic
MDT
+$123M
5
WMT icon
Walmart Inc
WMT
+$109M

Top Sells

1
+$422M
2
+$192M
3
+$139M
4
META icon
Meta Platforms (Facebook)
META
+$131M
5
CMCSA icon
Comcast
CMCSA
+$113M

Sector Composition

1 Technology 25.73%
2 Financials 13.8%
3 Consumer Discretionary 12.54%
4 Healthcare 11.89%
5 Industrials 10.94%
Name Market Value Portfolio Weight Shares or Principal Change
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