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
$474M
AUM Growth
+$82.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$459K
3
+$358K
4
SLB icon
SLB Ltd
SLB
+$349K
5
AMBA icon
Ambarella
AMBA
+$246K

Top Sells

1
+$679K
2
+$482K
3
+$396K
4
INTC icon
Intel
INTC
+$367K
5
SIVB
SVB Financial Group
SIVB
+$353K

Sector Composition

1 Technology 24.7%
2 Financials 16.58%
3 Consumer Discretionary 14.33%
4 Industrials 13.69%
5 Healthcare 12.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.61M 1.61%
48,351
-256
27
$7.55M 1.59%
76,367
+1,488
28
$6.88M 1.45%
205,171
-3,022
29
$6.81M 1.44%
81,876
-803
30
$6.5M 1.37%
145,260
-4,376
31
$6.36M 1.34%
33,546
-259
32
$5.95M 1.26%
116,690
-835
33
$5.42M 1.14%
18,893
-81
34
$5.17M 1.09%
22,465
-218
35
$5.02M 1.06%
41,528
-301
36
$4.99M 1.05%
83,750
-1,201
37
$4.81M 1.02%
358,612
-248
38
$4.72M 1%
17,545
+55
39
$4.71M 0.99%
19,241
-114
40
$4.61M 0.97%
+17,510
41
$4.38M 0.92%
52,590
-77
42
$4.18M 0.88%
174,109
+720
43
$4.1M 0.86%
48,037
-643
44
$3.71M 0.78%
99,792
-1,182
45
$3.41M 0.72%
213,432
+2,631
46
$3.4M 0.72%
68,095
+9,200
47
$3.38M 0.71%
108,427
+1,262
48
$3.23M 0.68%
131,470
-867
49
$3.16M 0.67%
104,790
+4,009
50
$2.48M 0.52%
113,747
+15,967
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