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
$566M
AUM Growth
+$48.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$353K
3
+$283K
4
ED icon
Consolidated Edison
ED
+$223K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$217K

Top Sells

1
+$2.55M
2
+$1.14M
3
+$608K
4
NEM icon
Newmont
NEM
+$490K
5
BWA icon
BorgWarner
BWA
+$475K

Sector Composition

1 Technology 25.23%
2 Financials 18.39%
3 Consumer Discretionary 15.4%
4 Healthcare 13.71%
5 Industrials 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.59M 0.46%
46,152
-45,368
52
$2.43M 0.43%
42,000
-1,975
53
$2.22M 0.39%
+19,178
54
$1.78M 0.32%
15,213
55
$1.27M 0.22%
3,775
56
$1.14M 0.2%
9,738
+1
57
$937K 0.17%
5,620
58
$920K 0.16%
8,967
59
$834K 0.15%
14,122
60
$814K 0.14%
4,979
-35
61
$604K 0.11%
2,019
-75
62
$553K 0.1%
2,550
63
$526K 0.09%
2,595
-80
64
$454K 0.08%
7,417
-700
65
$450K 0.08%
8,670
-646
66
$367K 0.06%
4,300
67
$351K 0.06%
2,910
68
$322K 0.06%
7,232
69
$320K 0.06%
6,685
70
$300K 0.05%
528
71
$299K 0.05%
1,445
72
$293K 0.05%
1,190
73
$290K 0.05%
5,148
74
$281K 0.05%
4,506
75
$263K 0.05%
3,795
1 2
3
4