Waddell & Reed Inc

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Assets, Funds, Holdings

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Waddell & Reed Inc
CRD #866
SEC #801-16720
CIK #
AUM $21.2 BB (6% Disc, 100% US)
Employees1,700 (100% Investors, 100% Brokers)
Phone913-236-2000
Address6300 Lamar Avenue
Overland Park, KS 66202-4200
Links IAPDexternal Websiteexternal Twitterexternal LinkedInexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
MSFT 865,660.0 1,163.4
AAPL 843,560.0 749.0
MSFT 865,660.0 598.5
AAPL 843,560.0 534.5
FB 491,090.0 511.9
BABA 467,660.0 508.5
JPM 341,670.0 503.7
GOOGL 819,810.0 495.4
HD 206,070.0 475.5
AMZN 820,610.0 393.5
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Holdings by Sector ($BB)
Related Firms State AUM ($BB)
Ivy Investment Management Company
KS
67.8
Waddell & Reed Inc
KS
21.2
Comparable Firms State AUM ($BB)
SunTrust Advisory Services Inc
GA
22.7
Lincoln Financial Advisors Corporation
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22.3
Securities America Advisors Inc
NE
22.2
United Capital Financial Advisers LLC
CA
22.1
Edelman Financial Services LLC
VA
21.7
Independence Investment Associates Inc
MA
21.5
Addenda Capital Inc
21.1
Moneta Group Investment Advisors LLC
MO
20.3
Wilmington Trust Investment Advisors Inc
DE
19.9
Private Advisor Group LLC
NJ
19.4