Winslow Capital Management

Winslow Capital Management Portfolio holdings

AUM $29.9B
1-Year Est. Return 36.15%
This Quarter Est. Return
1 Year Est. Return
+36.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$29.9B
AUM Growth
+$4.87B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$783M
2
+$726M
3
+$459M
4
ETN icon
Eaton
ETN
+$292M
5
ONON icon
On Holding
ONON
+$248M

Top Sells

1
+$647M
2
+$549M
3
+$335M
4
ORLY icon
O'Reilly Automotive
ORLY
+$324M
5
SNPS icon
Synopsys
SNPS
+$319M

Sector Composition

1 Technology 46.96%
2 Consumer Discretionary 15.65%
3 Communication Services 10.74%
4 Healthcare 9.07%
5 Financials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$3.82T
$3.35B 11.18%
6,729,889
+457,287
NVDA icon
2
NVIDIA
NVDA
$4.43T
$2.7B 9.03%
17,108,401
+916,692
AMZN icon
3
Amazon
AMZN
$2.31T
$1.94B 6.47%
8,826,640
-1,121,147
META icon
4
Meta Platforms (Facebook)
META
$1.8T
$1.71B 5.69%
2,310,169
-25,285
AAPL icon
5
Apple
AAPL
$3.68T
$1.48B 4.94%
7,204,012
+449,806
AVGO icon
6
Broadcom
AVGO
$1.68T
$1.35B 4.52%
4,904,712
-909,526
LLY icon
7
Eli Lilly
LLY
$737B
$931M 3.11%
1,194,806
+54,522
V icon
8
Visa
V
$659B
$848M 2.83%
2,387,618
+679,561
LRCX icon
9
Lam Research
LRCX
$180B
$809M 2.7%
8,310,124
+540,252
NFLX icon
10
Netflix
NFLX
$507B
$787M 2.63%
587,786
+26,627
INTU icon
11
Intuit
INTU
$182B
$783M 2.61%
+993,711
MA icon
12
Mastercard
MA
$502B
$766M 2.56%
1,363,644
+35,923
ISRG icon
13
Intuitive Surgical
ISRG
$156B
$730M 2.44%
1,342,473
+225,545
SNOW icon
14
Snowflake
SNOW
$81.8B
$726M 2.42%
+3,242,915
SPOT icon
15
Spotify
SPOT
$138B
$714M 2.39%
930,868
-195,207
NOW icon
16
ServiceNow
NOW
$189B
$632M 2.11%
614,376
-53,643
CMG icon
17
Chipotle Mexican Grill
CMG
$56.2B
$601M 2.01%
10,705,985
+1,794,175
HLT icon
18
Hilton Worldwide
HLT
$61.4B
$505M 1.69%
1,894,315
+729,295
BKNG icon
19
Booking.com
BKNG
$163B
$500M 1.67%
86,385
-979
VRT icon
20
Vertiv
VRT
$67.7B
$459M 1.53%
+3,576,701
DASH icon
21
DoorDash
DASH
$118B
$449M 1.5%
1,820,877
+6,272
TSLA icon
22
Tesla
TSLA
$1.44T
$444M 1.48%
1,399,005
-231,318
LPLA icon
23
LPL Financial
LPLA
$27B
$444M 1.48%
1,183,069
-274,632
ORCL icon
24
Oracle
ORCL
$870B
$439M 1.47%
2,006,986
+517,960
FICO icon
25
Fair Isaac
FICO
$38.9B
$419M 1.4%
229,187
-37,227
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