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
$539M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$5.05M
3
+$4.36M
4
T icon
AT&T
T
+$2.84M
5
HPP
Hudson Pacific Properties
HPP
+$824K

Top Sells

1
+$5.58M
2
+$4.39M
3
+$1.21M
4
HPQ icon
HP
HPQ
+$1.1M
5
BEN icon
Franklin Resources
BEN
+$900K

Sector Composition

1 Industrials 18.87%
2 Financials 17.21%
3 Technology 16.12%
4 Consumer Discretionary 15.97%
5 Healthcare 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.1M 1.69%
122,601
-1,390
27
$9.02M 1.67%
211,330
+9,971
28
$8.76M 1.63%
203,633
+345
29
$8.66M 1.61%
50,915
+135
30
$8.5M 1.58%
153,267
-1,221
31
$8.36M 1.55%
144,310
-52
32
$8.16M 1.51%
28,276
+325
33
$8M 1.48%
238,418
+191
34
$7.92M 1.47%
75,578
-180
35
$7.84M 1.45%
531,542
+18,685
36
$7.58M 1.41%
62,507
-805
37
$7.39M 1.37%
311,466
+1,126
38
$7.17M 1.33%
107,046
+885
39
$6.82M 1.26%
167,489
+5,080
40
$6.67M 1.24%
175,668
41
$6.52M 1.21%
101,418
-10
42
$6.47M 1.2%
136,900
-5
43
$6.23M 1.16%
120,309
+460
44
$5.78M 1.07%
67,682
+270
45
$5.63M 1.04%
248,060
-48,609
46
$5.54M 1.03%
56,496
+205
47
$5.26M 0.98%
+22,549
48
$5.2M 0.96%
28,149
+732
49
$5.1M 0.95%
143,908
+23,260
50
$5.05M 0.94%
+103,446
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