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
$508M
AUM Growth
-$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$778K
2 +$346K
3 +$305K
4
BIO icon
Bio-Rad Laboratories Class A
BIO
+$300K
5
ZG icon
Zillow
ZG
+$231K

Top Sells

1 +$2.28M
2 +$2.07M
3 +$1.63M
4
TTEK icon
Tetra Tech
TTEK
+$1.37M
5
THC icon
Tenet Healthcare
THC
+$1.24M

Sector Composition

1 Technology 25.09%
2 Consumer Discretionary 17.29%
3 Healthcare 17.18%
4 Financials 13.81%
5 Industrials 12.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-5,927
77
-4,040