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
976
$235K 0.01%
2,626
-112
977
$235K 0.01%
+2,914
978
$235K 0.01%
+2,399
979
$234K 0.01%
2,760
+44
980
$234K 0.01%
8,133
-291
981
$234K 0.01%
3,416
-121
982
$233K 0.01%
12,931
+8
983
$231K 0.01%
8,452
-706
984
$231K 0.01%
9,464
+588
985
$231K 0.01%
+2,496
986
$230K 0.01%
2,050
-179
987
$230K 0.01%
2,498
-91
988
$229K 0.01%
5,419
-21
989
$228K 0.01%
5,096
+283
990
$228K 0.01%
4,360
-171
991
$228K 0.01%
+6,021
992
$227K 0.01%
5,175
-1,705
993
$226K 0.01%
5,481
-141
994
$226K 0.01%
2,153
-2
995
$226K 0.01%
12,308
-351
996
$226K 0.01%
+3,488
997
$226K 0.01%
2,041
-12
998
$226K 0.01%
2,543
-93
999
$225K 0.01%
4,608
+257
1000
$225K 0.01%
5,169
-1,652
38 39
40
41 42