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
$4.31B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,804
New
Increased
Reduced
Closed

Top Buys

1 +$223M
2 +$83.7M
3 +$79.7M
4
MSFT icon
Microsoft
MSFT
+$50.7M
5
CVX icon
Chevron
CVX
+$48.7M

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.2%
2 Technology 11.43%
3 Healthcare 10.97%
4 Energy 10.15%
5 Industrials 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1601
$18K ﹤0.01%
+3
1602
$18K ﹤0.01%
+34,097
1603
$17K ﹤0.01%
+1,848
1604
$17K ﹤0.01%
+11,164
1605
$12K ﹤0.01%
+5,546
1606
$11K ﹤0.01%
+1,775
1607
$0 ﹤0.01%
+2,914,714