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
$494M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$493K
2 +$489K
3 +$478K
4
HPP
Hudson Pacific Properties
HPP
+$406K
5
EOG icon
EOG Resources
EOG
+$328K

Top Sells

1 +$6.75M
2 +$3.41M
3 +$2.03M
4
SCHW icon
Charles Schwab
SCHW
+$1.88M
5
TER icon
Teradyne
TER
+$1.67M

Sector Composition

1 Technology 24.42%
2 Financials 17.41%
3 Consumer Discretionary 14.64%
4 Healthcare 12.75%
5 Industrials 12.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-213,432