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TCW Group Portfolio holdings

AUM $13.3B
1-Year Est. Return 34.44%
This Fund
S&P 500
This Quarter Est. Return
+5.93%
1 Year Est. Return
+34.44%
3 Year Est. Return
+125.95%
5 Year Est. Return
+105.75%
10 Year Est. Return
+505.62%
AUM
$11.9B
AUM Growth
+$471M
Cap. Flow
+$8.02M
Cap. Flow %
0.07%
Top 10 Hldgs %
35.55%
Holding
383
New
35
Increased
170
Reduced
133
Closed
28

Top Buys

Rank Stock Value
1
SLNZ
TCW Senior Loan ETF
SLNZ
+$195M
2
ACLO
TCW AAA CLO ETF
ACLO
+$52.1M
3
TYL icon
Tyler Technologies
TYL
+$37.8M
4
MSFT icon
Microsoft
MSFT
+$32.1M
5
AVGO icon
Broadcom
AVGO
+$27.1M

Top Sells

Rank Stock Value
1
CRM icon
Salesforce
CRM
+$90M
2
HD icon
Home Depot
HD
+$84.3M
3
NVDA icon
NVIDIA
NVDA
+$48.4M
4
APO icon
Apollo Global Management
APO
+$33M
5
SNOW icon
Snowflake
SNOW
+$30.5M

Sector Composition

Rank Sector Weight
1 Technology 37.85%
2 Financials 12.23%
3 Communication Services 10.79%
4 Consumer Discretionary 9.64%
5 Healthcare 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.02T
$920M 7.73%
6,851,702
-351,100
-5% -$48.4M
MSFT icon
2
Microsoft
MSFT
$2.92T
$687M 5.77%
1,630,345
+75,251
+5% +$32.1M
AMZN icon
3
Amazon
AMZN
$2.65T
$521M 4.38%
2,376,450
+17,827
+0.8% +$3.65M
NOW icon
4
ServiceNow
NOW
$102B
$448M 3.76%
2,114,590
-89,965
-4% -$18.2M
GOOG icon
5
Alphabet (Google) Class C
GOOG
$4.26T
$425M 3.57%
2,231,253
-53,077
-2% -$9.37M
META icon
6
Meta Platforms (Facebook)
META
$1.61T
$352M 2.96%
601,845
+46,119
+8% +$27.1M
AVGO icon
7
Broadcom
AVGO
$1.83T
$258M 2.17%
1,112,693
+146,648
+15% +$27.1M
V icon
8
Visa
V
$678B
$230M 1.93%
727,313
-33,040
-4% -$9.94M
MA icon
9
Mastercard
MA
$475B
$198M 1.66%
375,170
+4,767
+1% +$2.47M
SLNZ
10
TCW Senior Loan ETF
SLNZ
$221M
$194M 1.63%
+4,100,185
New +$195M
GE icon
11
GE Aerospace
GE
$357B
$189M 1.59%
1,135,325
+140,801
+14% +$25.1M
PANW icon
12
Palo Alto Networks
PANW
$275B
$183M 1.54%
1,008,149
-32,841
-3% -$6.2M
COST icon
13
Costco
COST
$410B
$178M 1.49%
193,964
-5,504
-3% -$5.11M
SPGI icon
14
S&P Global
SPGI
$128B
$164M 1.38%
329,399
-16,102
-5% -$8.17M
CRWD icon
15
CrowdStrike
CRWD
$192B
$152M 1.27%
1,772,744
-73,784
-4% -$6.13M
IBM icon
16
IBM
IBM
$199B
$151M 1.27%
685,387
-9,133
-1% -$2.03M
ISRG icon
17
Intuitive Surgical
ISRG
$124B
$151M 1.26%
288,347
-7,873
-3% -$4.1M
CDNS icon
18
Cadence Design Systems
CDNS
$95.4B
$146M 1.23%
486,184
+22,196
+5% +$6.45M
TTD icon
19
Trade Desk
TTD
$8.49B
$145M 1.22%
1,235,353
-72,450
-6% -$8.96M
AAPL icon
20
Apple
AAPL
$4.79T
$144M 1.21%
576,765
+5,442
+1% +$1.28M
FISV
21
Fiserv Inc
FISV
$27.2B
$143M 1.2%
697,880
-41,810
-6% -$8.54M
BSX icon
22
Boston Scientific
BSX
$64.2B
$139M 1.17%
1,558,553
-72,442
-4% -$6.38M
SHOP icon
23
Shopify
SHOP
$158B
$132M 1.11%
1,239,879
-68,866
-5% -$6.7M
UNH icon
24
UnitedHealth
UNH
$395B
$132M 1.11%
260,309
-8,916
-3% -$5.07M
ASML icon
25
ASML
ASML
$688B
$127M 1.06%
182,786
+7,637
+4% +$5.48M
1
2 3 4 5

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EPFB
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RCMU
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WA
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AA
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TWIM
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PFPG
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AB
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TCW Group's Q4 2024 Portfolio in Review

As of Q4 2024, TCW Group held 383 positions worth $11.9B, up 4.1% from $11.4B the previous quarter. Its ten largest holdings account for 36% of the portfolio.

TCW Group's Q4 2024 filing shows 35 new, 170 increased, 133 reduced and 28 closed positions. Its largest new stake was TCW Senior Loan ETF: 4,100,185 shares worth $194M. The largest sale was Salesforce, an estimated $90M.

By sector, the portfolio is most concentrated in Technology at 38% of assets, up from 38% a quarter earlier, followed by Financials and Communication Services.

  • TCW Group's largest Q4 2024 buy was TCW Senior Loan ETF: 4,100,185 shares worth $194M.
  • TCW Group added most to Microsoft in Q4 2024, an estimated $32.1M increase.
  • TCW Group's biggest Q4 2024 reduction was Salesforce, cutting an estimated $90M.
  • TCW Group fully exited Snowflake in Q4 2024, selling an estimated $30.5M.
  • TCW Group's ten largest holdings make up 36% of its $11.9B portfolio in Q4 2024.
  • TCW Group opened 35 new positions and closed 28 in Q4 2024.
  • TCW Group's portfolio value rose 4.1% quarter-over-quarter to $11.9B.

Based on TCW Group's 13F filing for Q4 2024, filed 4 Feb 2025.