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
$414M
AUM Growth
-$92.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$4.88M
2
+$280K
3
+$231K
4
UBER icon
Uber
UBER
+$217K
5
HPP
Hudson Pacific Properties
HPP
+$186K

Top Sells

1
+$5.3M
2
+$3.22M
3
+$2.25M
4
VMW
VMware, Inc
VMW
+$2.13M
5
AMBA icon
Ambarella
AMBA
+$272K

Sector Composition

1 Technology 23.29%
2 Financials 17.02%
3 Healthcare 15.55%
4 Consumer Discretionary 14.41%
5 Industrials 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.04M 0.25%
8,967
52
$1.01M 0.24%
3,919
+144
53
$740K 0.18%
14,122
+250
54
$740K 0.18%
9,689
+1
55
$716K 0.17%
4,979
+218
56
$609K 0.15%
7,114
-418
57
$597K 0.14%
5,620
58
$558K 0.13%
2,044
59
$502K 0.12%
2,550
60
$457K 0.11%
8,999
+329
61
$345K 0.08%
4,300
62
$311K 0.08%
3,250
+340
63
$310K 0.07%
4,021
64
$292K 0.07%
609
+81
65
$290K 0.07%
5,148
66
$277K 0.07%
9,762
+642
67
$248K 0.06%
2,608
68
$241K 0.06%
6,685
69
$240K 0.06%
1,345
70
$235K 0.06%
16,450
+2,575
71
$231K 0.06%
+1,378
72
$213K 0.05%
1,015
-175
73
$213K 0.05%
6,832
74
$201K 0.05%
3,795
75
$154K 0.04%
15,455
1 2
3
4