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
$536M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$4.72M
3
+$4.18M
4
SLB icon
SLB Ltd
SLB
+$559K
5
OGN icon
Organon & Co
OGN
+$317K

Top Sells

1
+$3.16M
2
+$1.45M
3
+$1.01M
4
AAPL icon
Apple
AAPL
+$568K
5
PHM icon
Pultegroup
PHM
+$542K

Sector Composition

1 Technology 24.66%
2 Financials 17.57%
3 Consumer Discretionary 15.33%
4 Healthcare 13.12%
5 Industrials 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$236K 0.04%
1,190
-35
77
$236K 0.04%
+3,860
78
$205K 0.04%
+518
79
$204K 0.04%
850
80
$59K 0.01%
692
1 2 3
4