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
$450M
AUM Growth
-$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$835K
3
+$205K
4
KLXE icon
KLX Energy Services
KLXE
+$148K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$29.2K

Top Sells

1
+$2.04M
2
+$1.69M
3
+$1.44M
4
AAPL icon
Apple
AAPL
+$1.34M
5
CNS icon
Cohen & Steers
CNS
+$1.31M

Sector Composition

1 Technology 17.51%
2 Industrials 17.29%
3 Financials 16.63%
4 Consumer Discretionary 16.3%
5 Healthcare 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$238K 0.05%
5,256
-150
77
$215K 0.05%
2,619
-119
78
$205K 0.05%
+7,460
79
$86K 0.02%
692
80
– –
-28,779
1 2 3
4