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
$566M
AUM Growth
+$48.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$353K
3
+$283K
4
ED icon
Consolidated Edison
ED
+$223K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$217K

Top Sells

1
+$2.55M
2
+$1.14M
3
+$608K
4
NEM icon
Newmont
NEM
+$490K
5
BWA icon
BorgWarner
BWA
+$475K

Sector Composition

1 Technology 25.23%
2 Financials 18.39%
3 Consumer Discretionary 15.4%
4 Healthcare 13.71%
5 Industrials 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.2M 1.45%
78,703
-195
27
$8.16M 1.44%
47,685
+505
28
$8.02M 1.42%
19,445
+361
29
$7.91M 1.4%
49,482
+204
30
$7.89M 1.39%
191,525
+291
31
$7.44M 1.31%
97,116
+742
32
$7.22M 1.28%
76,872
+3,009
33
$6.83M 1.21%
76,891
+2,373
34
$6.67M 1.18%
19,268
+101
35
$6.24M 1.1%
38,162
-105
36
$6.03M 1.06%
390,761
+5,655
37
$5.98M 1.06%
17,435
38
$5.34M 0.94%
19,968
+210
39
$5.3M 0.94%
126,420
+3,680
40
$5.26M 0.93%
23,394
+162
41
$5.26M 0.93%
59,076
+317
42
$5.23M 0.92%
174,488
+11,774
43
$5.19M 0.92%
108,179
+847
44
$4.96M 0.88%
200,634
+1,403
45
$4.83M 0.85%
128,208
+927
46
$4.82M 0.85%
36,034
-4,551
47
$4.61M 0.81%
74,267
-7,903
48
$3.7M 0.65%
93,372
-11,966
49
$3.28M 0.58%
79,913
+2,071
50
$2.81M 0.5%
124,446
-1,924
1
2
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