WAM

Winslow Asset Management Portfolio holdings

AUM $542M
1-Year Est. Return 23.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.31%
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 +$4.6M
2 +$516K
3 +$248K
4
XOM icon
Exxon Mobil
XOM
+$231K
5
SKUL
SKULLCANDY INC
SKUL
+$148K

Top Sells

1 +$8.17M
2 +$699K
3 +$499K
4
NDSN icon
Nordson
NDSN
+$428K
5
SCHW icon
Charles Schwab
SCHW
+$422K

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