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
$304M
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$253K
3
+$192K
4
GE icon
GE Aerospace
GE
+$127K
5
THC icon
Tenet Healthcare
THC
+$123K

Top Sells

1
+$6.33M
2
+$4.1M
3
+$1.19M
4
OMN
OMNOVA Solutions Inc.
OMN
+$1.18M
5
HPQ icon
HP
HPQ
+$983K

Sector Composition

1 Technology 23.27%
2 Industrials 16.88%
3 Financials 16.36%
4 Healthcare 13.51%
5 Consumer Discretionary 12.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.21M 1.71%
226,306
+11,015
27
$4.93M 1.62%
240,352
-4,974
28
$4.65M 1.53%
22,951
+391
29
$3.78M 1.24%
149,146
+7,581
30
$3.68M 1.21%
43,037
-412
31
$3.63M 1.19%
213,892
-1,403
32
$3.58M 1.18%
556,224
+16,100
33
$3.34M 1.1%
18,995
+172
34
$3.19M 1.05%
19,187
+534
35
$3.11M 1.02%
108,435
-8,858
36
$2.98M 0.98%
293,763
-116,345
37
$2.94M 0.97%
73,272
-1,978
38
$2.92M 0.96%
202,431
+8,575
39
$2.38M 0.78%
108,214
+1,547
40
$2.35M 0.77%
135,571
-56,624
41
$2.22M 0.73%
40,427
+540
42
$2.14M 0.7%
59,578
-735
43
$1.99M 0.65%
99,052
-1,155
44
$1.91M 0.63%
267,989
+232,909
45
$1.86M 0.61%
202,816
+2,780
46
$1.71M 0.56%
140,351
-2,523
47
$1.69M 0.55%
42,570
+3,213
48
$1.67M 0.55%
48,000
49
$1.57M 0.52%
110,659
-850
50
$1.5M 0.49%
97,846
-226
1
2
3 4