WAM

World Asset Management Portfolio holdings

AUM $1.01B
1-Year Est. Return 42.41%
This Quarter Est. Return
1 Year Est. Return
+42.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.06B
AUM Growth
-$71.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,419
New
Increased
Reduced
Closed

Top Buys

1
+$5.28M
2
+$4.2M
3
+$2.83M
4
MRK icon
Merck
MRK
+$1.14M
5
TWTR
Twitter, Inc.
TWTR
+$1.14M

Top Sells

1
+$4.62M
2
+$3.73M
3
+$3.64M
4
TM icon
Toyota
TM
+$2.11M
5
NVS icon
Novartis
NVS
+$1.96M

Sector Composition

1 Technology 16.2%
2 Financials 15.12%
3 Healthcare 11.95%
4 Consumer Discretionary 9.8%
5 Communication Services 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.22M 0.06%
28,197
+967
352
$1.22M 0.06%
68,693
+862
353
$1.22M 0.06%
166,016
-51,813
354
$1.22M 0.06%
8,792
+133
355
$1.21M 0.06%
8,349
+996
356
$1.2M 0.06%
55,472
-18,023
357
$1.2M 0.06%
10,793
+328
358
$1.2M 0.06%
35,207
-12,343
359
$1.2M 0.06%
20,010
-1,018
360
$1.19M 0.06%
23,295
+648
361
$1.19M 0.06%
3,440
+90
362
$1.18M 0.06%
56,157
+967
363
$1.18M 0.06%
13,399
+463
364
$1.17M 0.06%
17,855
-526
365
$1.17M 0.06%
7,708
+72
366
$1.17M 0.06%
17,902
+463
367
$1.17M 0.06%
12,071
-302
368
$1.16M 0.06%
9,009
+179
369
$1.16M 0.06%
26,827
-5,013
370
$1.16M 0.06%
2,830
+309
371
$1.16M 0.06%
11,281
+265
372
$1.16M 0.06%
23,064
-7,545
373
$1.15M 0.06%
29,647
+382
374
$1.15M 0.06%
10,688
+495
375
$1.15M 0.06%
19,585
+337
13 14
15
16 17