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
$371M
AUM Growth
+$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$865K
3
+$567K
4
SPG icon
Simon Property Group
SPG
+$546K
5
UBER icon
Uber
UBER
+$311K

Top Sells

1
+$2.98M
2
+$1.71M
3
+$1.69M
4
AAPL icon
Apple
AAPL
+$1.2M
5
PHM icon
Pultegroup
PHM
+$839K

Sector Composition

1 Technology 25.22%
2 Financials 15.62%
3 Consumer Discretionary 14.68%
4 Healthcare 13.95%
5 Industrials 12.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.62M 1.52%
76,328
-1,524
27
$5.46M 1.47%
542,049
-14,175
28
$5.38M 1.45%
22,798
-153
29
$5.14M 1.39%
84,367
-745
30
$4.89M 1.32%
+31,840
31
$4.79M 1.29%
213,457
-435
32
$4.32M 1.16%
171,666
+22,520
33
$4.3M 1.16%
102,504
-8,155
34
$4.05M 1.09%
42,562
-475
35
$3.86M 1.04%
18,992
-3
36
$3.8M 1.02%
208,471
+5,655
37
$3.72M 1%
205,327
+2,896
38
$3.62M 0.98%
352,180
+84,191
39
$3.51M 0.95%
19,473
+286
40
$3.31M 0.89%
48,415
+7,988
41
$2.94M 0.79%
58,058
-1,520
42
$2.83M 0.76%
73,087
-185
43
$2.8M 0.76%
100,653
+1,601
44
$2.68M 0.72%
104,760
-3,675
45
$2.44M 0.66%
107,036
-1,178
46
$2.31M 0.62%
132,497
-3,074
47
$1.73M 0.47%
94,280
+2,634
48
$1.65M 0.44%
48,000
49
$1.59M 0.43%
102,986
+5,140
50
$1.43M 0.39%
17,885
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