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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
1076
– –
-11,437
1077
– –
-4,425
1078
– –
-17,446
1079
– –
-3,113
1080
– –
-3,971
1081
– –
-14,300
1082
– –
-3,443
1083
– –
-2,915
1084
– –
-7,062
1085
– –
-18,938
1086
– –
-7,224
1087
– –
-8,893
1088
– –
-6,851
1089
– –
-20,986
1090
– –
-5,192
1091
– –
-4,342
1092
– –
-13,692
1093
– –
-4,401
1094
– –
-74,712
1095
– –
-4,545
1096
– –
-2,981
1097
– –
-11,286
1098
– –
-9,309
1099
– –
-14,707
1100
– –
-10,247
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