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
701
$448K 0.02%
16,456
+408
702
$446K 0.02%
8,578
-445
703
$444K 0.02%
14,122
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704
$444K 0.02%
7,363
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705
$443K 0.02%
18,654
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706
$440K 0.02%
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-42
707
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4,193
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2,221
-34
709
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710
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2,189
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7,475
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6,072
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714
$435K 0.02%
10,961
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715
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$421K 0.02%
388
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$421K 0.02%
4,349
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$419K 0.02%
31,167
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724
$419K 0.02%
45,682
-15,070
725
$417K 0.02%
9,405
-218
27 28
29
30 31