WAM
Wood Asset Management Portfolio holdings
AUM
$99.6M
This Quarter Return
+4.66%
1 Year Return
+18.72%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$351M
AUM Growth
+$351M
(-6.7%)
Cap. Flow
-$38.6M
Cap. Flow
% of AUM
-10.99%
Top 10 Holdings %
Top 10 Hldgs %
25.82%
Holding
123
New
4
Increased
3
Reduced
58
Closed
57
Top Buys
| 1 |
Intuit
INTU
|
$6.87M |
| 2 |
TWX
Time Warner Inc
TWX
|
$5.59M |
| 3 |
Weyerhaeuser
WY
|
$5.49M |
| 4 |
Apple
AAPL
|
$3.54M |
| 5 |
Citigroup
C
|
$3.53M |
Top Sells
| 1 |
Target
TGT
|
$8.66M |
| 2 |
Coca-Cola
KO
|
$5.67M |
| 3 |
BHP
BHP
|
$4.81M |
| 4 |
Suncor Energy
SU
|
$3.06M |
| 5 |
PX
Praxair Inc
PX
|
$2.72M |
Sector Composition
| 1 | Financials | 23.53% |
| 2 | Healthcare | 17.57% |
| 3 | Technology | 16.01% |
| 4 | Energy | 10.94% |
| 5 | Industrials | 8.99% |
