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
$543M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$852K
3
+$840K
4
INTC icon
Intel
INTC
+$722K
5
SIVB
SVB Financial Group
SIVB
+$662K

Top Sells

1
+$1.99M
2
+$1.56M
3
+$1.21M
4
BEN icon
Franklin Resources
BEN
+$1.06M
5
EL icon
Estee Lauder
EL
+$945K

Sector Composition

1 Industrials 19.61%
2 Financials 17.35%
3 Technology 16.03%
4 Consumer Discretionary 14.86%
5 Healthcare 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.85M 0.71%
112,282
+24,525
52
$3.71M 0.68%
244,517
-9,730
53
$3.53M 0.65%
1,092,958
-35,965
54
$2.68M 0.49%
345,480
-62,173
55
$2.48M 0.46%
49,594
56
$1.84M 0.34%
14,714
-491
57
$1.5M 0.28%
+8,640
58
$1.36M 0.25%
127,652
-14,626
59
$1.31M 0.24%
23,350
-250
60
$1.28M 0.24%
12,088
-300
61
$1.02M 0.19%
756,623
-36,908
62
$902K 0.17%
10,781
-932
63
$817K 0.15%
14,229
-595
64
$692K 0.13%
20,143
65
$519K 0.1%
3,295
+145
66
$499K 0.09%
6,989
-430
67
$452K 0.08%
11,350
-700
68
$414K 0.08%
3,431
-300
69
$407K 0.07%
4,432
-222
70
$405K 0.07%
7,722
71
$395K 0.07%
10,267
-154
72
$362K 0.07%
4,800
73
$344K 0.06%
5,606
74
$336K 0.06%
4,730
-400
75
$324K 0.06%
2,212
-157
1 2
3
4