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
$531M
AUM Growth
+$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$5.47M
2 +$632K
3 +$521K
4
CEG icon
Constellation Energy
CEG
+$258K
5
BIO icon
Bio-Rad Laboratories Class A
BIO
+$250K

Top Sells

1 +$2.55M
2 +$1.03M
3 +$813K
4
THC icon
Tenet Healthcare
THC
+$282K
5
GTLS icon
Chart Industries
GTLS
+$259K

Sector Composition

1 Technology 21.87%
2 Consumer Discretionary 20.13%
3 Healthcare 15.81%
4 Financials 13.68%
5 Industrials 12.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-3,730