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WAM

Winslow Asset Management Portfolio holdings

AUM $515M
1-Year Est. Return 30.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$429M
AUM Growth
-$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$1.78M
3
+$303K
4
KLXE icon
KLX Energy Services
KLXE
+$264K
5
T icon
AT&T
T
+$190K

Top Sells

1
+$10.8M
2
+$9.59M
3
+$5.5M
4
AJRD
Aerojet Rocketdyne Holdings
AJRD
+$1.13M
5
TNL icon
Travel + Leisure Co
TNL
+$767K

Sector Composition

1 Industrials 18.14%
2 Financials 17.54%
3 Technology 16.6%
4 Consumer Discretionary 16.29%
5 Healthcare 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$286K 0.07%
4,800
77
$281K 0.07%
5,406
78
$262K 0.06%
4,654
+196
79
$239K 0.06%
2,095
80
– –
-10,980
81
– –
-10,315
82
– –
-382,271
83
– –
-171,579
84
– –
-1,476
85
– –
-4,783
86
– –
-2,619
87
– –
-6,355
88
– –
-3,130
1 2 3
4