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
826
$320K 0.02%
11,525
-143
827
$319K 0.02%
7,947
-1,416
828
$318K 0.02%
4,867
-5
829
$316K 0.02%
28,955
-592
830
$316K 0.02%
5,979
-76
831
$316K 0.02%
8,588
-2,808
832
$316K 0.02%
4,508
+12
833
$315K 0.02%
11,905
-164
834
$315K 0.02%
6,868
-2,063
835
$315K 0.02%
5,602
+546
836
$315K 0.02%
20,215
+2,065
837
$314K 0.02%
3,366
+67
838
$314K 0.02%
6,064
-77
839
$314K 0.02%
13,802
+298
840
$314K 0.02%
2,352
+357
841
$314K 0.02%
7,140
+239
842
$313K 0.02%
4,852
-293
843
$312K 0.02%
4,671
-150
844
$312K 0.02%
8,704
-158
845
$312K 0.02%
7,434
+84
846
$310K 0.02%
8,826
-281
847
$310K 0.02%
2,868
-93
848
$310K 0.02%
3,242
+462
849
$310K 0.02%
3,154
-80
850
$310K 0.02%
15,502
-4,690
32 33
34
35 36