WAM

Winslow Asset Management Portfolio holdings

AUM $496M
1-Year Est. Return 14.26%
This Quarter Est. Return
1 Year Est. Return
+14.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$414M
AUM Growth
-$92.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$4.88M
2
+$280K
3
+$231K
4
UBER icon
Uber
UBER
+$217K
5
HPP
Hudson Pacific Properties
HPP
+$186K

Top Sells

1
+$5.3M
2
+$3.22M
3
+$2.25M
4
VMW
VMware, Inc
VMW
+$2.13M
5
AMBA icon
Ambarella
AMBA
+$272K

Sector Composition

1 Technology 23.29%
2 Financials 17.02%
3 Healthcare 15.55%
4 Consumer Discretionary 14.41%
5 Industrials 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.2M 7.53%
228,172
-1,196
2
$16M 3.87%
58,806
+358
3
$15.3M 3.7%
170,958
+849
4
$15.1M 3.64%
46,498
-56
5
$14.8M 3.56%
372,367
+3,525
6
$14.4M 3.49%
528,595
-2,275
7
$14M 3.37%
35,357
+50
8
$13.5M 3.27%
66,823
+263
9
$12.4M 2.99%
48,691
+529
10
$12.3M 2.96%
194,185
-447
11
$10.4M 2.52%
212,792
+182
12
$10.2M 2.47%
146,564
+1,143
13
$9.27M 2.24%
176,401
-1,073
14
$9.23M 2.23%
18,642
+352
15
$9.06M 2.19%
80,489
+546
16
$8.77M 2.12%
96,225
+845
17
$8.56M 2.07%
92,413
+384
18
$8.47M 2.05%
76,732
+479
19
$8.38M 2.02%
47,209
+292
20
$8.12M 1.96%
206,852
+297
21
$7.44M 1.8%
19,307
+90
22
$7.22M 1.74%
211,959
+3,422
23
$6.92M 1.67%
33,569
+74
24
$6.91M 1.67%
108,602
+737
25
$6.7M 1.62%
170,231
+2,032
1
2 3 4