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
876
$297K 0.01%
2,724
+190
877
$295K 0.01%
5,618
-68
878
$294K 0.01%
2,986
-12
879
$293K 0.01%
2,791
-117
880
$292K 0.01%
12,308
-216
881
$292K 0.01%
+9,054
882
$292K 0.01%
6,606
-9,382
883
$292K 0.01%
14,358
-4,597
884
$292K 0.01%
14,693
-4,806
885
$291K 0.01%
4,564
-186
886
$289K 0.01%
16,188
-335
887
$289K 0.01%
25,217
-323
888
$289K 0.01%
13,501
-4,416
889
$287K 0.01%
+2,175
890
$287K 0.01%
7,767
-198
891
$286K 0.01%
43,664
-14,283
892
$285K 0.01%
7,166
-180
893
$285K 0.01%
4,875
-686
894
$284K 0.01%
6,911
-1,856
895
$283K 0.01%
13,664
+655
896
$282K 0.01%
18,266
+13,474
897
$282K 0.01%
14,187
+371
898
$281K 0.01%
+3,008
899
$280K 0.01%
7,948
-2,512
900
$280K 0.01%
5,947
-384
34 35
36
37 38