Balanced

We create a customized Balanced portfolio based on your risk tolerance and liquidity needs.  The portfolio contains a combination of the equity positions within our All-Cap Core strategy and Corporate, Government and Municipal bonds, depending on the tax status of your account.  Given our 3-5 year time horizon and resulting low portfolio turnover, this strategy is ideal for both non-taxable and taxable accounts.

Performance Report

Third Quarter 2019

Performance

 
  Winslow Balanced Benchmark
YTD 16.6 14.6
3 Year 8.8 8.7
5 Years 6.4 7.3
10 Years 9.4 9.1
15 Years 8.3 6.9
Since Inc. 7.6 6.3

YTD is through 9/30/19. Trailing years are annualized for periods ending 9/30/2019. All performance shown net of fees in US $. Past performance is not indicative of future results.

Top Ten Holdings

AEROJET ROCKETDYNE HOLDINGS 5.2%
APPLE COMPUTER 4.1%
LULULEMON ATHLETICA 4.0%
PULTE HOMES INC 3.8%
TERADYNE INC 3.1%
NORDSON CORP 3.0%
COMCAST CORP 3.0%
ESTEE LAUDER COS 3.0%
CHARLES SCHWAB CORP 2.9%
JP MORGAN CHASE & CO 2.7%

Sector Allocation

 
  Allocation
Comm. Services 6.1
Real Estate 4.0
Financials 15.6
Materials 3.8
Energy 3.3
Information Tech 18.5
Industrials 14.7
Consumer Staples 3.7
Health Care 10.1
Consumer Discretionary 18.5

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