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
$566M
AUM Growth
+$48.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$353K
3
+$283K
4
ED icon
Consolidated Edison
ED
+$223K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$217K

Top Sells

1
+$2.55M
2
+$1.14M
3
+$608K
4
NEM icon
Newmont
NEM
+$490K
5
BWA icon
BorgWarner
BWA
+$475K

Sector Composition

1 Technology 25.23%
2 Financials 18.39%
3 Consumer Discretionary 15.4%
4 Healthcare 13.71%
5 Industrials 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$255K 0.05%
13,875
+250
77
$243K 0.04%
9,120
-278
78
$242K 0.04%
5,874
79
$234K 0.04%
3,860
80
$223K 0.04%
+2,608
81
$217K 0.04%
+1,500
82
$96K 0.02%
13,955
-1,500
83
– –
-56,028
84
– –
-692
1 2 3
4