WRF

Waddell & Reed Financial Portfolio holdings

AUM $48.6B
1-Year Est. Return 84.53%
This Quarter Est. Return
1 Year Est. Return
+84.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$62.2B
AUM Growth
+$9.72B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
611
New
Increased
Reduced
Closed

Top Buys

1 +$651M
2 +$523M
3 +$401M
4
FLS icon
Flowserve
FLS
+$218M
5
LYB icon
LyondellBasell Industries
LYB
+$208M

Top Sells

1 +$334M
2 +$319M
3 +$310M
4
AAPL icon
Apple
AAPL
+$303M
5
COF icon
Capital One
COF
+$215M

Sector Composition

1 Technology 20.27%
2 Consumer Discretionary 12.02%
3 Industrials 11.88%
4 Financials 11.79%
5 Healthcare 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
-283,900
602
-207,200
603
-161,300
604
-1,909,100
605
-254,090
606
-107,000
607
-787,248