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
$414M
AUM Growth
-$92.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$4.88M
2
+$280K
3
+$231K
4
UBER icon
Uber
UBER
+$217K
5
HPP
Hudson Pacific Properties
HPP
+$186K

Top Sells

1
+$5.3M
2
+$3.22M
3
+$2.25M
4
VMW
VMware, Inc
VMW
+$2.13M
5
AMBA icon
Ambarella
AMBA
+$272K

Sector Composition

1 Technology 23.29%
2 Financials 17.02%
3 Healthcare 15.55%
4 Consumer Discretionary 14.41%
5 Industrials 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.64M 1.6%
550,101
+7,620
27
$6.56M 1.58%
183,409
+7,833
28
$6.24M 1.51%
188,371
-415
29
$6.15M 1.48%
144,222
+750
30
$6.13M 1.48%
390,306
+1,522
31
$6.05M 1.46%
76,502
+724
32
$5.79M 1.4%
154,785
+1,004
33
$5.7M 1.38%
23,412
+264
34
$5.53M 1.34%
19,244
+58
35
$5.27M 1.27%
38,046
+282
36
$5.27M 1.27%
17,602
+204
37
$5.23M 1.26%
37,059
+1,052
38
$4.88M 1.18%
+120,270
39
$4.84M 1.17%
51,224
-580
40
$4.69M 1.13%
49,454
+466
41
$4.68M 1.13%
49,739
-64
42
$4.57M 1.1%
76,601
+900
43
$4.09M 0.99%
104,550
-3,135
44
$3.86M 0.93%
117,672
-43
45
$3.23M 0.78%
217,565
+12,515
46
$2.79M 0.67%
136,583
+10,600
47
$2.74M 0.66%
129,758
+1,097
48
$2.46M 0.59%
41,550
-350
49
$2.41M 0.58%
74,929
-7,343
50
$2.15M 0.52%
14,839
-63
1
2
3 4