WAM

Winslow Asset Management Portfolio holdings

AUM $533M
1-Year Est. Return 15.62%
This Quarter Est. Return
1 Year Est. Return
+15.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$543M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$852K
3
+$840K
4
INTC icon
Intel
INTC
+$722K
5
SIVB
SVB Financial Group
SIVB
+$662K

Top Sells

1
+$1.99M
2
+$1.56M
3
+$1.21M
4
BEN icon
Franklin Resources
BEN
+$1.06M
5
EL icon
Estee Lauder
EL
+$945K

Sector Composition

1 Industrials 19.61%
2 Financials 17.35%
3 Technology 16.03%
4 Consumer Discretionary 14.86%
5 Healthcare 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.25M 1.7%
177,728
+45
27
$9.04M 1.66%
64,734
+48
28
$8.86M 1.63%
104,033
-580
29
$8.82M 1.62%
112,202
+2,570
30
$8.64M 1.59%
50,298
+400
31
$8.2M 1.51%
851,380
-10,880
32
$8.18M 1.51%
76,084
-435
33
$8.12M 1.49%
75,237
-108
34
$8.12M 1.49%
130,576
-45
35
$7.81M 1.44%
203,898
+632
36
$7.75M 1.43%
144,252
+1,323
37
$7.28M 1.34%
136,693
-330
38
$7.16M 1.32%
106,267
+4,332
39
$7.07M 1.3%
309,902
-96
40
$6.69M 1.23%
28,042
+1,112
41
$6.52M 1.2%
310,234
-785
42
$6.07M 1.12%
108,093
-27,850
43
$5.71M 1.05%
57,488
-106
44
$5.69M 1.05%
67,319
+355
45
$5.64M 1.04%
139,022
+1,825
46
$5.64M 1.04%
119,079
+3,255
47
$5.43M 1%
59,330
+117
48
$5.24M 0.96%
62,679
+2,296
49
$4.83M 0.89%
111,528
-24,430
50
$4.83M 0.89%
153,079
-200
1
2
3 4