We are live on ! Find out more
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
1101
– –
-10,462
1102
– –
-1,303
1103
– –
-7,194
1104
– –
-7,202
1105
– –
-10,477
1106
– –
-10,275
1107
– –
-4,980
1108
– –
-16,689
1109
– –
-2,152
1110
– –
-4,504
1111
– –
-13,971
1112
– –
-4,593
1113
– –
-6,391
1114
– –
-14,690
1115
– –
-8,574
1116
– –
-18,702
1117
– –
-2,417
1118
– –
-4,574
1119
– –
-11,818
1120
– –
-8,237
1121
– –
-5,996
1122
– –
-4,626
1123
– –
-2,277
1124
– –
-1,620
1125
– –
-5,776
43 44
45
46 47