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
$502M
AUM Growth
-$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$486K
2 +$280K
3 +$201K
4
IBM icon
IBM
IBM
+$169K
5
KVUE icon
Kenvue
KVUE
+$116K

Top Sells

1 +$3.96M
2 +$2.48M
3 +$2.16M
4
LKQ icon
LKQ Corp
LKQ
+$1.38M
5
THC icon
Tenet Healthcare
THC
+$924K

Sector Composition

1 Technology 25.72%
2 Consumer Discretionary 16.97%
3 Financials 16.21%
4 Healthcare 15.08%
5 Industrials 12.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$93K 0.02%
+13,405
77
-175,902