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
$304M
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$253K
3
+$192K
4
GE icon
GE Aerospace
GE
+$127K
5
THC icon
Tenet Healthcare
THC
+$123K

Top Sells

1
+$6.33M
2
+$4.1M
3
+$1.19M
4
OMN
OMNOVA Solutions Inc.
OMN
+$1.18M
5
HPQ icon
HP
HPQ
+$983K

Sector Composition

1 Technology 23.27%
2 Industrials 16.88%
3 Financials 16.36%
4 Healthcare 13.51%
5 Consumer Discretionary 12.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-108,389
77
– –
-4,500
78
– –
-2,619
79
– –
-65,321
80
– –
-7,315
1 2 3
4