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
$526M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$5.38M
2 +$499K
3 +$271K
4
XOM icon
Exxon Mobil
XOM
+$221K
5
SKUL
SKULLCANDY INC
SKUL
+$164K

Top Sells

1 +$8.17M
2 +$684K
3 +$517K
4
NDSN icon
Nordson
NDSN
+$439K
5
SCHW icon
Charles Schwab
SCHW
+$410K

Sector Composition

1 Industrials 18.66%
2 Financials 15.23%
3 Consumer Discretionary 15.17%
4 Technology 12.33%
5 Communication Services 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-98,624
77
-7,724