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
$47.5B
AUM Growth
-$5.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
654
New
Increased
Reduced
Closed

Top Buys

1
+$248M
2
+$116M
3
+$112M
4
NWL icon
Newell Brands
NWL
+$107M
5
CCI icon
Crown Castle
CCI
+$103M

Top Sells

1
+$455M
2
+$341M
3
+$322M
4
MSFT icon
Microsoft
MSFT
+$307M
5
MCD icon
McDonald's
MCD
+$280M

Sector Composition

1 Technology 20.17%
2 Healthcare 17.23%
3 Consumer Discretionary 10.72%
4 Financials 8.75%
5 Industrials 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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629
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641
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642
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-2,784,724
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