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WAM

World Asset Management Portfolio holdings

AUM $1.01B
1-Year Est. Return 42.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+42.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.54B
AUM Growth
-$372M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,431
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$530K
3
+$355K
4
AV
Aviva Plc
AV
+$348K
5
WUBA
58.com Inc
WUBA
+$307K

Top Sells

1
+$9.7M
2
+$5.14M
3
+$4.28M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.57M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.36M

Sector Composition

1 Financials 15.51%
2 Healthcare 14.38%
3 Technology 12.69%
4 Industrials 8.49%
5 Communication Services 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
– –
-8,920
1052
– –
-3,047
1053
– –
-3,793
1054
– –
-11,478
1055
– –
-34,938
1056
– –
-9,680
1057
– –
-39,109
1058
– –
-3,537
1059
– –
-10,388
1060
– –
-10,584
1061
– –
-5,039
1062
– –
-7,012
1063
– –
-761
1064
– –
-4,744
1065
– –
-6,560
1066
– –
-4,942
1067
– –
-10,663
1068
– –
-1,946
1069
– –
-4,290
1070
– –
-12,787
1071
– –
-5,225
1072
– –
-1,217
1073
– –
-13,031
1074
– –
-3,486
1075
– –
-7,413
41 42
43
44 45