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
$428M
AUM Growth
+$5.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$256K
3
+$94.2K
4
IBM icon
IBM
IBM
+$69.9K
5
JWN
Nordstrom
JWN
+$39.5K

Top Sells

1
+$8.63M
2
+$3.74M
3
+$3.71M
4
HPP
Hudson Pacific Properties
HPP
+$2.41M
5
AAPL icon
Apple
AAPL
+$1.1M

Sector Composition

1 Technology 23.42%
2 Consumer Discretionary 18.44%
3 Healthcare 14.9%
4 Financials 12.83%
5 Industrials 11.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.24M 1.69%
17,523
-166
27
$6.92M 1.61%
19,454
+78
28
$6.73M 1.57%
105,235
-2,687
29
$6.53M 1.52%
169,964
-39
30
$6.32M 1.48%
33,039
-105
31
$6.05M 1.41%
357,890
-1,435
32
$6.01M 1.4%
36,448
-320
33
$5.63M 1.31%
75,387
-405
34
$5.62M 1.31%
23,231
-51
35
$5.42M 1.26%
41,306
+533
36
$5.3M 1.24%
48,157
-626
37
$5.29M 1.24%
175,728
-1,856
38
$5.29M 1.23%
24,881
-90
39
$5.22M 1.22%
52,122
+289
40
$5.13M 1.2%
115,526
+2,120
41
$4.91M 1.15%
43,879
-748
42
$4.67M 1.09%
147,248
+8,075
43
$3.88M 0.91%
103,930
+948
44
$3.33M 0.78%
59,377
-66,618
45
$2.35M 0.55%
14,375
-273
46
$2.28M 0.53%
39,360
-900
47
$2.21M 0.52%
135,801
+2,431
48
$1.26M 0.29%
8,787
-150
49
$1.09M 0.25%
10,491
50
$1.01M 0.24%
3,493
-47
1
2
3