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
$400M
AUM Growth
-$49.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$280K
2
+$16.7K
3
+$14.6K

Top Sells

1
+$4.59M
2
+$4.26M
3
+$2.84M
4
PHM icon
Pultegroup
PHM
+$2.73M
5
TER icon
Teradyne
TER
+$2.39M

Sector Composition

1 Technology 18.16%
2 Consumer Discretionary 17.18%
3 Industrials 17.04%
4 Financials 16.49%
5 Healthcare 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.47M 0.62%
48,000
-300
52
$2.34M 0.58%
202,850
-37,053
53
$1.7M 0.42%
38,112
-8,981
54
$1.66M 0.41%
13,959
55
$1.61M 0.4%
70,108
-16,291
56
$1.57M 0.39%
498,817
-111,849
57
$1.52M 0.38%
19,725
-25
58
$1.44M 0.36%
75,486
-9,229
59
$909K 0.23%
10,281
+165
60
$807K 0.2%
18,668
-2,779
61
$747K 0.19%
10,576
62
$592K 0.15%
2,848
-145
63
$507K 0.13%
5,840
64
$507K 0.13%
14,864
65
$473K 0.12%
3,804
66
$439K 0.11%
2,550
67
$438K 0.11%
3,152
+120
68
$426K 0.11%
11,208
-189
69
$360K 0.09%
947
70
$338K 0.08%
4,600
-200
71
$310K 0.08%
4,500
-800
72
$302K 0.08%
3,972
73
$281K 0.07%
4,654
74
$246K 0.06%
4,856
-400
75
$242K 0.06%
1,500
1 2
3
4