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
$69.8B
AUM Growth
-$2.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$643M
2
+$578M
3
+$356M
4
PPG icon
PPG Industries
PPG
+$355M
5
TT icon
Trane Technologies
TT
+$316M

Top Sells

1
+$918M
2
+$553M
3
+$498M
4
INTC icon
Intel
INTC
+$478M
5
AMAT icon
Applied Materials
AMAT
+$474M

Sector Composition

1 Technology 19.62%
2 Healthcare 17.95%
3 Consumer Discretionary 12.64%
4 Financials 11.38%
5 Industrials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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