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
$400M
AUM Growth
-$49.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1 +$280K
2 +$16.7K
3 +$14.6K

Top Sells

1 +$4.59M
2 +$4.26M
3 +$2.84M
4
PHM icon
Pultegroup
PHM
+$2.73M
5
TER icon
Teradyne
TER
+$2.39M

Sector Composition

1 Technology 18.16%
2 Consumer Discretionary 17.18%
3 Industrials 17.04%
4 Financials 16.49%
5 Healthcare 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$225K 0.06%
2,619
77
$75K 0.02%
692
78
-122,908
79
-7,460