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

Fourth Quarter 2020

Performance

 
  Equity Composite Russell 3000 Secondary Benchmark
1 Year 16.3 20.9 10.3
3 Years 10.4 14.5 7.8
5 Years 13.7 15.4 10.7
10 Years 11.3 13.8 10.1
15 Years 9.6 10.0 7.0
20 Years 9.3 7.8 6.3

Trailing year performance annualized for periods ending 12/31/2020. All performance shown net of fees in US $. Past performance is not indicative of future results. The Winslow ^Secondary Benchmark = 50% Russell 3000 Value (w/income), 25% Russell 3000 (w/income) & 25% Russell 2000 (w/income)

Top Ten Holdings

TERADYNE INC 5.8%
APPLE COMPUTER 5.8%
LULULEMON ATHLETICA 5.3%
AEROJET ROCKETDYNE HOLDINGS 4.6%
PULTE GROUP INC 3.8%
SKYWORKS SOLUTIONS INC 3.5%
CHARLES SCHWAB 3.4%
SVB FINANCIAL GROUP COM 3.3%
ESTEE LAUDER COS INC 3.2%
NORDSON CORP COM 2.8%

Sector Allocation

 
  Allocation
Utilities 0.8
Comm. Services 4.6
Materials 3.2
Tech 23.0
Industrials 13.8
Real Estate 3.5
Health Care 13.0
Financials 16.9
Energy 1.3
Consumer Staples 4.0
Consumer Discretionary 15.7