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
901
$280K 0.01%
4,308
-163
902
$279K 0.01%
2,319
903
$276K 0.01%
10,315
-1,617
904
$276K 0.01%
6,882
+1,084
905
$276K 0.01%
13,829
+1,666
906
$274K 0.01%
2,238
-12
907
$273K 0.01%
23,518
-7,719
908
$272K 0.01%
6,036
-688
909
$270K 0.01%
2,765
+361
910
$269K 0.01%
11,981
+194
911
$268K 0.01%
16,648
+2,020
912
$268K 0.01%
+913
913
$268K 0.01%
11,635
-363
914
$268K 0.01%
5,012
+674
915
$267K 0.01%
2,733
-74
916
$267K 0.01%
9,325
-118
917
$266K 0.01%
2,352
-45
918
$264K 0.01%
3,380
+285
919
$264K 0.01%
29,954
-9,797
920
$263K 0.01%
6,256
-37
921
$262K 0.01%
2,198
-27
922
$262K 0.01%
+2,675
923
$262K 0.01%
11,147
-249
924
$261K 0.01%
+4,053
925
$261K 0.01%
3,117
+62
35 36
37
38 39