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

Top Buys

1
+$289K
2
+$16.5K
3
+$15.3K

Top Sells

1
+$4.41M
2
+$4.19M
3
+$2.76M
4
PHM icon
Pultegroup
PHM
+$2.48M
5
TER icon
Teradyne
TER
+$2.19M

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
1 2 3
4