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
$543M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$852K
3
+$840K
4
INTC icon
Intel
INTC
+$722K
5
SIVB
SVB Financial Group
SIVB
+$662K

Top Sells

1
+$1.99M
2
+$1.56M
3
+$1.21M
4
BEN icon
Franklin Resources
BEN
+$1.06M
5
EL icon
Estee Lauder
EL
+$945K

Sector Composition

1 Industrials 19.61%
2 Financials 17.35%
3 Technology 16.03%
4 Consumer Discretionary 14.86%
5 Healthcare 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$291K 0.05%
2,550
77
$287K 0.05%
5,830
-150
78
$280K 0.05%
950
-50
79
$278K 0.05%
1,400
80
$244K 0.04%
5,696
81
$243K 0.04%
14,385
-1,000
82
$240K 0.04%
9,865
-1,000
83
$236K 0.04%
4,458
84
$210K 0.04%
+2,619
85
$206K 0.04%
15,315
-1,355
86
$189K 0.03%
16,349
+311
87
$132K 0.02%
52,979
-8,100
88
– –
-113,671
89
– –
-45,150
1 2 3
4