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

Fourth Quarter 2019

Performance

 
  Winslow Balanced Benchmark
1 Year 26.8 21.3
3 Year 10.8 10.0
10 Years 9.8 9.2
15 Years 8.4 6.9
20 Year 7.3 5.6

Trailing years are annualized for periods ending 12/31/2019 . All performance shown net of fees in US $. Past performance is not indicative of future results.

Top Ten Holdings

APPLE COMPUTER 4.8%
LULULEMON ATHLETICA 4.5%
AEROJET ROCKETDYNE HOLDINGS 4.2%
PULTE HOMES INC 3.7%
TERADYNE INC 3.4%
CHARLES SCHWAB CORP 3.0%
NORDSON CORP 3.0%
SKYWORKS SOLUTIONS INC 3.0%
JP MORGAN CHASE & CO 2.8%
ESTEE LAUDER COS 2.8%

Sector Allocation

 
  Allocation
Non-Sector 1.6
Comm. Services 5.8
Real Estate 3.9
Financials 16.0
Materials 3.4
Energy 3.3
Information Tech 19.8
Industrials 13.3
Consumer Staples 3.3
Health Care 11.1
Consumer Discretionary 18.5

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