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
$541M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$409K
2 +$408K
3 +$338K
4
CEG
CONSTELLATION ENRGY GP(HLDG CO
CEG
+$337K
5
VZ icon
Verizon
VZ
+$247K

Top Sells

1 +$1.5M
2 +$1.34M
3 +$874K
4
LLY icon
Eli Lilly
LLY
+$551K
5
LKQ icon
LKQ Corp
LKQ
+$511K

Sector Composition

1 Technology 24.97%
2 Consumer Discretionary 17.9%
3 Healthcare 16.92%
4 Financials 14.09%
5 Industrials 12.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,396
77
-1,140