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

Top Buys

1 +$3.7M
2 +$409K
3 +$348K
4
HPP
Hudson Pacific Properties
HPP
+$288K
5
SIVB
SVB Financial Group
SIVB
+$248K

Top Sells

1 +$3.86M
2 +$2.41M
3 +$653K
4
SPG icon
Simon Property Group
SPG
+$391K
5
AAPL icon
Apple
AAPL
+$297K

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