WR

WADDELL & REED FINANCIAL INC

13F
WADDELL & REED FINANCIAL INC
Last update 2021-05-12 470 Stocks (47 new)
Value $48.46 Bil Turnover 8 %
Countries:
Portfolio Report

WADDELL & REED FINANCIAL INC Profile

Waddell & Reed Financial Inc. is an asset management and financial planning company that is headquartered out of Kansas. The company was founded in 1937 by Chauncey Waddell and Cameron Reed and was one of the first mutual fund and financial planning organizations in the country. Waddell & Reed Financial started with less than $125,000 in assets under management. Two of its introductory funds, the United Income Fund and United Accumulative Fund, were among the first mutual funds established within the United States. The company was acquired by the Continental Investment Corporation of Boston in 1969 for $82.5 million. Liberty National Insurance Holding Company would then acquire Waddell & Reed for $160 million in 1981. Seven years later, the company would have its IPO when Liberty National Insurance Holding Company, now Torchmark Corporation, would spin off the company in the exchange that for every 10 Torchmark shares, shareholders would also receive 3 shares of Waddell & Reed. The company utilizes a “conservative and consistent process that seeks to deliver competitive performance, while focusing on risk-adjusted returns and rigorous research and analysis” to conduct its business. Waddell & Reed Financial has an investment management team that is filled with experienced portfolio managers, analysts, and economics who work together to oversee the mutual fund lineup. Through the service that Waddell & Reed Financial provides, clients are able to have access to account solutions, cash management services, and market research data. The company also operates its business through subsidiary companies, notably the Waddell & Reed Investment Management Company and Ivy Investment Management Company. This allows the company to pool its resources and give clients the option to choose between Waddell & Reed Advisors Funds and Ivy Funds or a combination thereof. Notable mutual funds include its Asset Strategy Fund and Science and Technology Fund. Notable ETFs include the SPDR S&P Capital Markets ETF and Guggenheim Multi-Asset Income ETF.
WADDELL & REED FINANCIAL INC Top Holdings of 2021-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
10,965,944
2585441.000
-0.24%
5.330
-0.01%
0.150
+1.41%
+15.50%
3211304.804
Software
AAPL
Apple Inc
13,748,591
1679390.000
-4.57%
3.470
-0.19%
0.080
+7.19%
+21.83%
3552750.693
Hardware
AMZN
Amazon.com Inc
8,805,720
1362280.000
-2.69%
2.810
-0.08%
0.090
+4.16%
+25.60%
2002869.027
Retail - Cyclical
META
Meta Platforms Inc
3,666,540
1079906.000
-15.60%
2.230
-0.39%
0.140
+27.51%
+68.12%
1500889.685
Interactive Media
GOOGL
Alphabet Inc
9,715,100
1001879.000
+9.71%
2.070
+0.18%
0.070
+0.22%
+21.77%
2097969.139
Interactive Media
MU
Micron Technology Inc
8,581,171
756945.000
-0.06%
1.560
0%
0.770
+0.42%
+27.14%
119943.784
Semiconductors
CERN
Cerner Corp
10,172,135
731173.000
+9.87%
1.510
+0.14%
3.460
+2.27%
+2.50%
27915.791
Healthcare Providers & Services
OLED
Universal Display Corp
2,496,346
591060.000
+1.46%
1.220
+0.02%
5.150
-6.15%
+12.51%
10146.692
Hardware
ASML
ASML Holding NV
839,411
518219.000
-0.04%
1.070
0%
0.210
-17.66%
-4.75%
281193.048
Semiconductors
EA
Electronic Arts Inc
3,504,372
474387.000
-1.22%
0.980
-0.01%
1.250
-1.38%
+6.87%
38472.794
Interactive Media

WADDELL & REED FINANCIAL INC's Historical Top Holdings Breakdowns

WADDELL & REED FINANCIAL INC Total Holding History ($B)

To

WADDELL & REED FINANCIAL INC's Asset Allocation

To

WADDELL & REED FINANCIAL INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

WADDELL & REED FINANCIAL INC's Hypothetical Growth since 2021-03-31

WADDELL & REED FINANCIAL INC's Yearly Returns

Year Portfolio % % Excess Gain %

WADDELL & REED FINANCIAL INC's Holdings Heat Map

Size field:

WADDELL & REED FINANCIAL INC's Holdings Bubble Chart

WADDELL & REED FINANCIAL INC News

  • 1

Discussions on WADDELL & REED FINANCIAL INC

No discussions yet.