All-Cap Core

We employ contrarian thinking and a value methodology to construct a 50-60 stock portfolio, diversified by market capitalization and sector exposure. Art and science converge as we conduct our extensive in-house fundamental research. With a 3-5 year time horizon, we look to identify undervalued stocks within under-followed or unloved areas of the market.

Performance Report

Third Quarter 2020

Performance

 
  Winslow Custom Benchmark
YTD -3.7 -6.9
1 Year 5.9 1.0
3 Years 10.7 4.4
5 Years 8.4 9.1
10 Years 8.1 10.7

Trailing year performance annualized for periods ending 9/30/2020. All performance shown net of fees in US $. Past performance is not indicative of future results. The Winslow Custom Benchmark = 50% Russell 3000 Value (w/income), 25% Russell 3000 (w/income) & 25% Russell 2000 (w/income)

Top Ten Holdings

APPLE COMPUTER 6.6%
LULULEMON ATHLETICA 6.0%
PULTE GROUP INC 5.1%
TERADYNE INC 4.6%
AEROJET ROCKETDYNE HOLDINGS 4.2%
SKYWORKS SOLUTIONS INC 4.0%
NORDSON CORP COM 3.4%
BIO-RAD LABORATORIES 3.1%
ESTEE LAUDER COS INC 3.1%
SVB FINANCIAL GROUP COM 2.7%

Sector Allocation

 
  Allocation
Utilities 0.9
Comm. Services 4.9
Materials 1.4
Tech 23.3
Industrials 12.2
Real Estate 3.5
Health Care 14.1
Financials 14.9
Energy 0.9
Consumer Staples 4.0
Consumer Discretionary 17.0

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