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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
1201
– –
-4,059
1202
– –
-3,807
1203
– –
-3,408
1204
– –
-10,173
1205
– –
-2,674
1206
– –
-4,474
1207
– –
-32,435
1208
– –
-17,689
1209
– –
-21,998
1210
– –
-7,152
1211
– –
-2,999
1212
– –
-3,059
1213
– –
-3,668
1214
– –
-9,055
1215
– –
-3,200
1216
– –
-19,848
1217
– –
-4,599
1218
– –
-5,709
1219
– –
-10,427
1220
– –
-8,404
1221
– –
-3,830
1222
– –
-13,596
1223
– –
-2,536
1224
– –
-12,374
1225
– –
-7,708
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