Winslow Capital Management

Winslow Capital Management Portfolio holdings

AUM $29.8B
1-Year Est. Return 35.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$29.8B
AUM Growth
-$470M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$446M
2
+$383M
3
+$357M
4
CTAS icon
Cintas
CTAS
+$343M
5
ISRG icon
Intuitive Surgical
ISRG
+$313M

Top Sells

1
+$588M
2
+$380M
3
+$364M
4
MCO icon
Moody's
MCO
+$345M
5
BKNG icon
Booking.com
BKNG
+$339M

Sector Composition

1 Technology 48.2%
2 Communication Services 14.36%
3 Consumer Discretionary 11.96%
4 Healthcare 9.27%
5 Industrials 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.31T
$3.16B 10.61%
16,920,537
-1,739,639
MSFT icon
2
Microsoft
MSFT
$2.92T
$3.06B 10.28%
6,334,918
-295,581
AAPL icon
3
Apple
AAPL
$3.88T
$2.24B 7.51%
8,279,618
-269,264
GOOG icon
4
Alphabet (Google) Class C
GOOG
$3.77T
$1.9B 6.36%
6,025,229
-151,182
AMZN icon
5
Amazon
AMZN
$2.25T
$1.87B 6.28%
8,071,815
-3,384
AVGO icon
6
Broadcom
AVGO
$1.52T
$1.54B 5.17%
4,452,976
+60,997
META icon
7
Meta Platforms (Facebook)
META
$1.64T
$1.21B 4.06%
1,834,788
-247,721
LLY icon
8
Eli Lilly
LLY
$992B
$817M 2.74%
757,228
-19,905
ISRG icon
9
Intuitive Surgical
ISRG
$179B
$722M 2.42%
1,269,563
+588,582
MA icon
10
Mastercard
MA
$461B
$709M 2.38%
1,239,121
+19,215
V icon
11
Visa
V
$616B
$698M 2.34%
1,986,742
-61,071
SNOW icon
12
Snowflake
SNOW
$57.6B
$689M 2.31%
3,120,063
-908,945
TSLA icon
13
Tesla
TSLA
$1.51T
$677M 2.27%
1,511,503
-367,833
SPOT icon
14
Spotify
SPOT
$106B
$644M 2.16%
1,111,438
+83,771
INTU icon
15
Intuit
INTU
$114B
$602M 2.02%
909,751
-61,175
DASH icon
16
DoorDash
DASH
$76.7B
$532M 1.78%
2,343,835
+122,368
NFLX icon
17
Netflix
NFLX
$406B
$529M 1.77%
5,651,852
+495,012
APH icon
18
Amphenol
APH
$180B
$502M 1.68%
3,702,170
-733,291
HLT icon
19
Hilton Worldwide
HLT
$71.5B
$480M 1.61%
1,668,542
+544,655
GEV icon
20
GE Vernova
GEV
$235B
$480M 1.61%
+732,813
SHOP icon
21
Shopify
SHOP
$157B
$478M 1.6%
2,956,282
-301,414
SYK icon
22
Stryker
SYK
$148B
$459M 1.54%
1,299,426
+356,814
NOW icon
23
ServiceNow
NOW
$113B
$425M 1.43%
2,781,207
-1,018,058
VRTX icon
24
Vertex Pharmaceuticals
VRTX
$126B
$405M 1.36%
+887,640
GE icon
25
GE Aerospace
GE
$359B
$398M 1.34%
1,285,902
+277,948
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