WAM
World Asset Management Portfolio holdings
AUM
$1.01B
1-Year Return
42.41%
This Quarter Return
+1.73%
1 Year Return
+42.41%
3 Year Return
+85.08%
5 Year Return
+157.6%
10 Year Return
–
AUM
$4.31B
AUM Growth
–
Cap. Flow
+$4.31B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
12.1%
Holding
1,804
New
1,803
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Exxon Mobil
XOM
|
+$84.1M |
| 2 |
Apple
AAPL
|
+$73.3M |
| 3 |
Microsoft
MSFT
|
+$53.4M |
| 4 |
Chevron
CVX
|
+$47.7M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$46.7M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 15.36% |
| 2 | Technology | 11.48% |
| 3 | Healthcare | 11.05% |
| 4 | Energy | 10.19% |
| 5 | Industrials | 8.36% |
