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
$474M
AUM Growth
+$82.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$459K
3
+$358K
4
SLB icon
SLB Ltd
SLB
+$349K
5
AMBA icon
Ambarella
AMBA
+$246K

Top Sells

1
+$679K
2
+$482K
3
+$396K
4
INTC icon
Intel
INTC
+$367K
5
SIVB
SVB Financial Group
SIVB
+$353K

Sector Composition

1 Technology 24.7%
2 Financials 16.58%
3 Consumer Discretionary 14.33%
4 Industrials 13.69%
5 Healthcare 12.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.22M 0.47%
102,087
+894
52
$2.1M 0.44%
46,600
53
$1.5M 0.32%
15,217
-1,940
54
$1.44M 0.3%
166,549
+3,945
55
$1.24M 0.26%
14,683
-3
56
$1.04M 0.22%
9,736
+165
57
$909K 0.19%
5,580
58
$847K 0.18%
3,810
-67
59
$558K 0.12%
2,550
60
$520K 0.11%
14,122
-763
61
$474K 0.1%
2,044
-36
62
$455K 0.1%
3,273
-125
63
$368K 0.08%
4,300
64
$335K 0.07%
8,117
-25
65
$294K 0.06%
3,795
66
$280K 0.06%
4,506
67
$267K 0.06%
4,547
68
$260K 0.05%
1,430
+15
69
$246K 0.05%
+2,675
70
$229K 0.05%
+1,300
71
$221K 0.05%
+7,292
72
$70K 0.01%
692
1 2
3