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
$61.7B
AUM Growth
+$839M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
672
New
Increased
Reduced
Closed

Top Buys

1
+$1.17B
2
+$191M
3
+$188M
4
MSFT icon
Microsoft
MSFT
+$163M
5
HAL icon
Halliburton
HAL
+$160M

Top Sells

1
+$1.23B
2
+$319M
3
+$214M
4
CTSH icon
Cognizant
CTSH
+$210M
5
C icon
Citigroup
C
+$208M

Sector Composition

1 Healthcare 19.13%
2 Technology 18.47%
3 Consumer Discretionary 13.5%
4 Financials 12.31%
5 Industrials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
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652
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654
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658
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660
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661
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662
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-88,570
663
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-192,350
664
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-107,200
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