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

Top Buys

1 +$427K
2 +$415K
3 +$347K
4
CEG
CONSTELLATION ENRGY GP(HLDG CO
CEG
+$337K
5
VZ icon
Verizon
VZ
+$266K

Top Sells

1 +$1.64M
2 +$1.51M
3 +$912K
4
LLY icon
Eli Lilly
LLY
+$543K
5
LKQ icon
LKQ Corp
LKQ
+$495K

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