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
$506M
AUM Growth
-$60M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$123K
2
+$114K
3
+$114K
4
HY icon
Hyster-Yale Materials Handling
HY
+$78.3K
5
SLB icon
SLB Ltd
SLB
+$44.9K

Top Sells

1
+$5.26M
2
+$3.56M
3
+$833K
4
THC icon
Tenet Healthcare
THC
+$524K
5
SCHW icon
Charles Schwab
SCHW
+$485K

Sector Composition

1 Technology 24.92%
2 Financials 18.11%
3 Healthcare 14.82%
4 Consumer Discretionary 14.06%
5 Industrials 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$247K 0.05%
2,608
77
$230K 0.05%
3,795
78
$216K 0.04%
3,860
79
$209K 0.04%
1,500
80
$184K 0.04%
15,455
+1,500
81
– –
-59,076
82
– –
-5,874
1 2 3
4