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
$2.13B
AUM Growth
-$851M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,513
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$262K
3
+$250K
4
DKS icon
Dick's Sporting Goods
DKS
+$196K
5
BSMX
Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México
BSMX
+$195K

Top Sells

1
+$32.5M
2
+$20.6M
3
+$16.1M
4
AMZN icon
Amazon
AMZN
+$12.6M
5
META icon
Meta Platforms (Facebook)
META
+$9.43M

Sector Composition

1 Financials 15.78%
2 Technology 15.36%
3 Healthcare 11.27%
4 Consumer Discretionary 9.42%
5 Industrials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
– –
-13,208
1277
– –
-11,859
1278
– –
-4,985
1279
– –
-3,074
1280
– –
-11,122
1281
– –
-10,128
1282
– –
-7,479
1283
– –
-5,617
1284
– –
-11,887
1285
– –
-10,772
1286
– –
-10,105
1287
– –
-2,905
1288
– –
-1,851
1289
– –
-6,207
1290
– –
-6,709
1291
– –
-1,719
1292
– –
-6,908
1293
– –
-11,466
1294
– –
-6,952
48 49 50 51
52