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

Top Buys

1 +$548K
2 +$320K
3 +$217K
4
IBM icon
IBM
IBM
+$167K
5
ULTA icon
Ulta Beauty
ULTA
+$115K

Top Sells

1 +$3.96M
2 +$2.63M
3 +$1.81M
4
LKQ icon
LKQ Corp
LKQ
+$1.33M
5
THC icon
Tenet Healthcare
THC
+$785K

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