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

First Quarter 2020

Performance

 
  Winslow Balanced Benchmark
First Quarter -23.1 -11.6
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 5.8%
AEROJET ROCKETDYNE HOLDINGS 5.5%
LULULEMON ATHLETICA 5.2%
TERADYNE INC 3.6%
NORDSON CORP 3.5%
INTEL CORP COM 3.2%
PULTE HOMES INC 3.1%
CHARLES SCHWAB CORP 3.1%
ESTEE LAUDER COS 3.1%
SKYWORKS SOLUTIONS INC 3.1%

Sector Allocation

 
  Allocation
Non-Sector 1.6
Comm. Services 6.0
Real Estate 3.0
Financials 15.3
Materials 2.8
Energy 1.8
Information Tech 23.0
Industrials 15.2
Consumer Staples 3.8
Health Care 13.2
Consumer Discretionary 14.3

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