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

Second Quarter 2019

Performance

 
  Winslow Balanced Benchmark
3 Year 9.1 8.6
5 Years 6.0 7.5
10 Years 10.3 9.6
15 Years 8.3 7.0
Since Inc. 7.6 6.3

Annualized for periods ending 7/31/2019. Performance shown net of fees in US $. Past performance is not indicative of future results.

Top Ten Holdings

AEROJET ROCKETDYNE HOLDINGS 4.5%
LULULEMON ATHLETICA 4.0%
APPLE COMPUTER 4.0%
PULTE HOMES INC 3.3%
TERADYNE INC 3.1%
CHARLES SCHWAB CORP 3.0%
NORDSON CORP 3.0%
COMCAST CORP 2.9%
ESTEE LAUDER COS 2.8%
JP MORGAN CHASE & CO 2.6%

Sector Allocation

 
  Allocation
Comm. Services 6.1
Real Estate 3.8
Financials 15.8
Materials 3.9
Energy 4.1
Information Tech 19.1
Industrials 14.2
Consumer Staples 3.4
Health Care 10.1
Consumer Discretionary 17.8