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
$384M
AUM Growth
-$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$4.49M
2 +$433K
3 +$366K
4
EOG icon
EOG Resources
EOG
+$350K
5
SIVB
SVB Financial Group
SIVB
+$297K

Top Sells

1 +$3.86M
2 +$2.41M
3 +$640K
4
SPG icon
Simon Property Group
SPG
+$446K
5
AAPL icon
Apple
AAPL
+$337K

Sector Composition

1 Technology 22.25%
2 Financials 17.52%
3 Consumer Discretionary 15.89%
4 Healthcare 15.33%
5 Industrials 11.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-16,450