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
$438M
AUM Growth
+$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$491K
2
+$282K
3
+$214K
4
LLY icon
Eli Lilly
LLY
+$212K
5
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$202K

Top Sells

1
+$1.46M
2
+$862K
3
+$427K
4
PHM icon
Pultegroup
PHM
+$359K
5
FLR icon
Fluor
FLR
+$234K

Sector Composition

1 Technology 19.79%
2 Consumer Discretionary 16.81%
3 Financials 16.75%
4 Industrials 15.43%
5 Healthcare 11.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$282K 0.06%
+8,020
77
$256K 0.06%
1,500
78
$247K 0.06%
2,619
79
$214K 0.05%
+7,315
80
$53K 0.01%
692
1 2 3
4