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
$539M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$5.05M
3
+$4.36M
4
T icon
AT&T
T
+$2.84M
5
HPP
Hudson Pacific Properties
HPP
+$824K

Top Sells

1
+$5.58M
2
+$4.39M
3
+$1.21M
4
HPQ icon
HP
HPQ
+$1.1M
5
BEN icon
Franklin Resources
BEN
+$900K

Sector Composition

1 Industrials 18.87%
2 Financials 17.21%
3 Technology 16.12%
4 Consumer Discretionary 15.97%
5 Healthcare 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.91M 0.91%
162,369
+3,870
52
$4.36M 0.81%
+74,157
53
$4.2M 0.78%
64,386
+859
54
$3.28M 0.61%
74,159
-99,058
55
$3.18M 0.59%
1,039,568
-29,870
56
$2.84M 0.53%
+117,170
57
$2.6M 0.48%
62,112
+1,520
58
$2.39M 0.44%
74,557
-28,064
59
$2.33M 0.43%
48,300
-544
60
$1.87M 0.35%
14,784
-105
61
$1.75M 0.32%
129,871
+2,260
62
$1.17M 0.22%
19,750
-3,600
63
$976K 0.18%
12,088
64
$892K 0.17%
10,781
65
$693K 0.13%
20,143
66
$558K 0.1%
2,988
+301
67
$547K 0.1%
11,191
-2,618
68
$452K 0.08%
3,330
69
$429K 0.08%
9,985
-129
70
$386K 0.07%
6,794
-195
71
$338K 0.06%
2,550
72
$337K 0.06%
3,195
-236
73
$321K 0.06%
5,500
-2,222
74
$320K 0.06%
4,096
-49
75
$313K 0.06%
4,530
-200
1 2
3
4