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

Top Buys

1 +$5.36M
2 +$3.36M
3 +$655K
4
MCHX icon
Marchex
MCHX
+$203K
5
MDLZ icon
Mondelez International
MDLZ
+$189K

Top Sells

1 +$6.75M
2 +$1.08M
3 +$989K
4
LKQ icon
LKQ Corp
LKQ
+$942K
5
SCHW icon
Charles Schwab
SCHW
+$922K

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