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
$494M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$493K
2
+$489K
3
+$478K
4
HPP
Hudson Pacific Properties
HPP
+$406K
5
EOG icon
EOG Resources
EOG
+$328K

Top Sells

1
+$6.75M
2
+$3.41M
3
+$2.03M
4
SCHW icon
Charles Schwab
SCHW
+$1.88M
5
TER icon
Teradyne
TER
+$1.67M

Sector Composition

1 Technology 24.42%
2 Financials 17.41%
3 Consumer Discretionary 14.64%
4 Healthcare 12.75%
5 Industrials 12.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.51M 1.52%
145,270
+10
27
$7.5M 1.52%
114,854
-650
28
$7.5M 1.52%
80,861
-1,015
29
$7.46M 1.51%
101,409
+962
30
$7.14M 1.45%
200,616
-4,555
31
$6.85M 1.39%
78,585
-5,165
32
$6.67M 1.35%
17,840
+295
33
$6.56M 1.33%
120,415
+3,725
34
$6.47M 1.31%
33,996
+450
35
$5.93M 1.2%
19,182
+289
36
$5.67M 1.15%
49,836
+1,799
37
$5.66M 1.15%
22,754
+289
38
$5.61M 1.14%
39,673
-1,855
39
$5.39M 1.09%
19,257
+1,747
40
$5.27M 1.07%
72,620
+4,525
41
$5.13M 1.04%
189,080
+14,971
42
$5.08M 1.03%
375,367
+16,755
43
$4.95M 1%
58,415
+5,825
44
$4.81M 0.97%
19,748
+507
45
$4.63M 0.94%
103,584
+3,792
46
$4.29M 0.87%
109,769
+4,979
47
$4.2M 0.85%
132,185
+715
48
$4.18M 0.85%
110,443
+2,016
49
$3.57M 0.72%
131,335
+17,588
50
$2.36M 0.48%
46,000
-600
1
2
3 4