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
$384M
AUM Growth
-$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$3.7M
2
+$409K
3
+$348K
4
HPP
Hudson Pacific Properties
HPP
+$288K
5
SIVB
SVB Financial Group
SIVB
+$248K

Top Sells

1
+$3.86M
2
+$2.41M
3
+$653K
4
SPG icon
Simon Property Group
SPG
+$391K
5
AAPL icon
Apple
AAPL
+$297K

Sector Composition

1 Technology 22.25%
2 Financials 17.52%
3 Consumer Discretionary 15.89%
4 Healthcare 15.33%
5 Industrials 11.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.93M 1.54%
17,752
+150
27
$5.78M 1.51%
170,920
+689
28
$5.78M 1.5%
144,393
+171
29
$5.54M 1.44%
33,329
-240
30
$5.34M 1.39%
552,390
+2,289
31
$5.29M 1.38%
185,303
-3,068
32
$5.27M 1.37%
23,369
-43
33
$5.25M 1.37%
19,458
+214
34
$5.22M 1.36%
130,504
+10,234
35
$5.12M 1.33%
37,958
-88
36
$4.89M 1.27%
51,884
+660
37
$4.77M 1.24%
77,684
+1,182
38
$4.38M 1.14%
36,841
-218
39
$4.21M 1.1%
49,401
-338
40
$4.12M 1.07%
102,465
-2,085
41
$4.05M 1.05%
45,097
-4,357
42
$3.85M 1%
149,424
-5,361
43
$3.74M 0.97%
141,199
+4,616
44
$3.7M 0.96%
+112,619
45
$3.13M 0.82%
74,526
-2,075
46
$2.67M 0.7%
243,903
+26,338
47
$2.23M 0.58%
133,595
+3,837
48
$2.13M 0.56%
14,835
-4
49
$2.02M 0.53%
40,640
-910
50
$1.05M 0.27%
9,012
+45
1
2
3 4