WRF
Waddell & Reed Financial Portfolio holdings
AUM
$48.6B
1-Year Return
84.53%
This Quarter Return
+8.64%
1 Year Return
+84.53%
3 Year Return
+123.69%
5 Year Return
+253.52%
10 Year Return
–
AUM
$45.1B
AUM Growth
+$1.89B
(+4.4%)
Cap. Flow
-$1.11B
Cap. Flow
% of AUM
-2.47%
Top 10 Holdings %
Top 10 Hldgs %
18.89%
Holding
589
New
51
Increased
202
Reduced
241
Closed
48
Top Buys
| 1 |
Apple
AAPL
|
$178M |
| 2 |
Pfizer
PFE
|
$178M |
| 3 |
Medtronic
MDT
|
$160M |
| 4 |
Intuit
INTU
|
$145M |
| 5 |
Coca-Cola
KO
|
$131M |
Top Sells
| 1 |
Broadcom
AVGO
|
$332M |
| 2 |
Intel
INTC
|
$171M |
| 3 |
PayPal
PYPL
|
$165M |
| 4 |
Home Depot
HD
|
$149M |
| 5 |
Micron Technology
MU
|
$111M |
Sector Composition
| 1 | Technology | 25.02% |
| 2 | Healthcare | 14.64% |
| 3 | Consumer Discretionary | 12.92% |
| 4 | Financials | 11.25% |
| 5 | Industrials | 10.29% |