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
$506M
AUM Growth
-$60M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$123K
2
+$114K
3
+$114K
4
HY icon
Hyster-Yale Materials Handling
HY
+$78.3K
5
SLB icon
SLB Ltd
SLB
+$44.9K

Top Sells

1
+$5.26M
2
+$3.56M
3
+$833K
4
THC icon
Tenet Healthcare
THC
+$524K
5
SCHW icon
Charles Schwab
SCHW
+$485K

Sector Composition

1 Technology 24.92%
2 Financials 18.11%
3 Healthcare 14.82%
4 Consumer Discretionary 14.06%
5 Industrials 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.43M 0.48%
14,902
-311
52
$2.25M 0.45%
44,922
-1,230
53
$2.13M 0.42%
18,723
-455
54
$1.16M 0.23%
3,775
55
$1.02M 0.2%
8,967
56
$916K 0.18%
5,620
57
$881K 0.17%
9,688
-50
58
$727K 0.14%
4,761
-218
59
$721K 0.14%
2,044
+25
60
$718K 0.14%
13,872
-250
61
$622K 0.12%
7,532
+115
62
$566K 0.11%
2,550
63
$442K 0.09%
8,670
64
$328K 0.06%
6,685
65
$326K 0.06%
4,300
66
$323K 0.06%
2,910
67
$304K 0.06%
528
68
$301K 0.06%
5,148
69
$300K 0.06%
1,345
-100
70
$294K 0.06%
4,021
-485
71
$282K 0.06%
6,832
-400
72
$273K 0.05%
13,875
73
$272K 0.05%
2,595
74
$271K 0.05%
1,190
75
$268K 0.05%
9,120
1 2
3
4