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
$453M
AUM Growth
-$48.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$291K
2 +$209K
3 +$179K
4
KVUE icon
Kenvue
KVUE
+$157K
5
VRRM icon
Verra Mobility
VRRM
+$122K

Top Sells

1 +$4.37M
2 +$1.78M
3 +$910K
4
LLY icon
Eli Lilly
LLY
+$807K
5
PHM icon
Pultegroup
PHM
+$655K

Sector Composition

1 Technology 24.67%
2 Healthcare 16.75%
3 Financials 16.58%
4 Consumer Discretionary 15%
5 Industrials 12.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-7,981
77
-2,497