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
$558M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1 +$5.25M
2 +$3.59M
3 +$775K
4
TCBI icon
Texas Capital Bancshares
TCBI
+$208K
5
MCHX icon
Marchex
MCHX
+$203K

Top Sells

1 +$6.75M
2 +$1.17M
3 +$1M
4
SLB icon
SLB Ltd
SLB
+$987K
5
LKQ icon
LKQ Corp
LKQ
+$949K

Sector Composition

1 Industrials 19.96%
2 Financials 16.19%
3 Consumer Discretionary 13.65%
4 Technology 12.96%
5 Communication Services 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-4,447
77
-4,430