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
776
$368K 0.02%
9,548
+430
777
$367K 0.02%
7,025
-103
778
$366K 0.02%
16,473
+6
779
$366K 0.02%
12,109
-1,086
780
$363K 0.02%
2,758
-117
781
$363K 0.02%
9,439
-3,086
782
$361K 0.02%
3,418
+22
783
$361K 0.02%
2,383
-41
784
$361K 0.02%
2,453
-33
785
$360K 0.02%
3,326
-66
786
$360K 0.02%
6,250
-2,238
787
$359K 0.02%
8,546
-2,534
788
$359K 0.02%
10,326
-374
789
$359K 0.02%
18,355
-6,002
790
$358K 0.02%
2,380
+173
791
$358K 0.02%
4,081
+100
792
$357K 0.02%
19,811
-694
793
$356K 0.02%
3,526
-1,172
794
$356K 0.02%
8,823
+182
795
$356K 0.02%
4,133
-7
796
$356K 0.02%
1,999
-23
797
$355K 0.02%
5,386
-1,760
798
$354K 0.02%
25,826
-8,125
799
$353K 0.02%
+2,047
800
$352K 0.02%
14,304
+1,303
30 31
32
33 34