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 2020

Performance

 
  Winslow Balanced Benchmark
YTD -7.9 -0.0
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

LULULEMON ATHLETICA 6.9%
APPLE COMPUTER 6.6%
TERADYNE INC 4.5%
AEROJET ROCKETDYNE HOLDINGS 4.2%
NORDSON CORP 4.0%
PULTE HOMES INC 3.8%
SKYWORKS SOLUTIONS INC 3.5%
COHEN & STEERS INC 3.0%
ESTEE LAUDER COS 2.9%
INTEL CORP COM 2.9%

Sector Allocation

 
  Allocation
Non-Sector 1.2
Comm. Services 5.5
Real Estate 3.2
Financials 14.7
Materials 1.5
Energy 1.9
Information Tech 24.8
Industrials 12.7
Consumer Staples 4.0
Health Care 13.7
Consumer Discretionary 16.7

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