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WAM

Winslow Asset Management Portfolio holdings

AUM $515M
1-Year Est. Return 30.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.41%
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
+$3.1M
2
+$292K
3
+$247K
4
THC icon
Tenet Healthcare
THC
+$246K
5
BZH icon
Beazer Homes USA
BZH
+$199K

Top Sells

1
+$6.33M
2
+$4.1M
3
+$1.19M
4
OMN
OMNOVA Solutions Inc.
OMN
+$1.16M
5
HPQ icon
HP
HPQ
+$1.15M

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
– –
-7,315
77
– –
-947
78
– –
-8,020
79
– –
-17,682
80
– –
-108,389
1 2 3
4