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
$72.2B
AUM Growth
+$3.94B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1 +$647M
2 +$620M
3 +$516M
4
AAPL icon
Apple
AAPL
+$510M
5
HD icon
Home Depot
HD
+$431M

Top Sells

1 +$391M
2 +$365M
3 +$308M
4
ORCL icon
Oracle
ORCL
+$278M
5
META icon
Meta Platforms (Facebook)
META
+$276M

Sector Composition

1 Technology 20.72%
2 Industrials 12.62%
3 Consumer Discretionary 12.35%
4 Healthcare 12.27%
5 Financials 11.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
-9,969,620