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
$400M
AUM Growth
-$49.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$280K
2
+$16.7K
3
+$14.6K

Top Sells

1
+$4.59M
2
+$4.26M
3
+$2.84M
4
PHM icon
Pultegroup
PHM
+$2.73M
5
TER icon
Teradyne
TER
+$2.39M

Sector Composition

1 Technology 18.16%
2 Consumer Discretionary 17.18%
3 Industrials 17.04%
4 Financials 16.49%
5 Healthcare 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.22M 1.55%
39,937
-5,144
27
$6.2M 1.55%
55,468
-6,714
28
$5.97M 1.49%
215,701
-27,330
29
$5.96M 1.49%
181,318
-21,590
30
$5.9M 1.47%
116,899
-17,784
31
$5.66M 1.41%
109,303
-14,418
32
$5.16M 1.29%
43,641
-6,020
33
$4.99M 1.25%
495,369
-422,914
34
$4.96M 1.24%
208,437
+11,744
35
$4.81M 1.2%
384,207
-64,990
36
$4.57M 1.14%
136,543
-27,201
37
$4.53M 1.13%
18,083
-2,347
38
$4.42M 1.1%
59,540
-6,740
39
$4.31M 1.08%
22,252
-3,823
40
$4.21M 1.05%
190,513
-27,945
41
$4.16M 1.04%
75,960
-14,111
42
$3.87M 0.97%
17,870
-2,205
43
$3.85M 0.96%
142,597
-17,138
44
$3.59M 0.9%
189,963
-25,197
45
$3.3M 0.82%
63,745
-4,249
46
$3.24M 0.81%
96,319
-9,868
47
$3.06M 0.76%
107,165
-42,052
48
$2.9M 0.73%
85,025
-9,891
49
$2.6M 0.65%
106,259
-11,055
50
$2.55M 0.64%
96,961
-9,380
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