Winslow Capital Management Portfolio holdings
AUM
$30.3B
1-Year Est. Return
42.69%
1 Year Est. Return
+42.69%
AUM
$30.3B
AUM Growth
+$331M
(+1.1%)
Holding
70
Top Buys
| 1 | +$1.5B | |
| 2 | +$558M | |
| 3 | +$548M | |
| 4 |
Cadence Design Systems
CDNS
|
+$374M |
| 5 |
Oracle
ORCL
|
+$352M |
Top Sells
| 1 | +$1.11B | |
| 2 | +$536M | |
| 3 | +$444M | |
| 4 |
Fair Isaac
FICO
|
+$419M |
| 5 |
Chipotle Mexican Grill
CMG
|
+$418M |
Sector Composition
| 1 | Technology | 54.44% |
| 2 | Communication Services | 14.44% |
| 3 | Consumer Discretionary | 14.02% |
| 4 | Financials | 6.53% |
| 5 | Industrials | 5.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.3T
| $3.48B | 11.5% |
18,660,176
+1,551,775
|
|
||
2
Microsoft
MSFT
$3.66T
| $3.43B | 11.34% |
6,630,499
-99,390
|
|
||
3
Apple
AAPL
$4.12T
| $2.18B | 7.19% |
8,548,882
+1,344,870
|
|
||
4
Amazon
AMZN
$2.49T
| $1.77B | 5.86% |
8,075,199
-751,441
|
|
||
5
Meta Platforms (Facebook)
META
$1.63T
| $1.53B | 5.05% |
2,082,509
-227,660
|
|
||
6
Alphabet (Google) Class C
GOOG
$3.86T
| $1.5B | 4.97% |
6,176,411
+6,164,066
|
|
||
7
Broadcom
AVGO
$1.9T
| $1.45B | 4.79% |
4,391,979
-512,733
|
|
||
|
8
Oracle
ORCL
$576B
| $916M | 3.03% |
3,258,685
+1,251,699
|
|
||
9
Snowflake
SNOW
$85.1B
| $909M | 3% |
4,029,008
+786,093
|
|
||
10
Tesla
TSLA
$1.43T
| $836M | 2.76% |
1,879,336
+480,331
|
|
||
11
Spotify
SPOT
$123B
| $717M | 2.37% |
1,027,667
+96,799
|
|
||
12
ServiceNow
NOW
$169B
| $699M | 2.31% |
759,853
+145,477
|
|
||
13
Visa
V
$645B
| $699M | 2.31% |
2,047,813
-339,805
|
|
||
14
Mastercard
MA
$494B
| $694M | 2.29% |
1,219,906
-143,738
|
|
||
15
Intuit
INTU
$176B
| $663M | 2.19% |
970,926
-22,785
|
|
||
16
Netflix
NFLX
$456B
| $618M | 2.04% |
5,156,840
-721,020
|
|
||
17
DoorDash
DASH
$85.5B
| $604M | 2% |
2,221,467
+400,590
|
|
||
18
Eli Lilly
LLY
$963B
| $593M | 1.96% |
777,133
-417,673
|
|
||
19
Advanced Micro Devices
AMD
$354B
| $558M | 1.84% |
+3,448,089
|
|
||
20
Amphenol
APH
$172B
| $549M | 1.81% |
4,435,461
+4,432,205
|
|
||
21
Shopify
SHOP
$207B
| $484M | 1.6% |
3,257,696
+670,684
|
|
||
22
Eaton
ETN
$134B
| $380M | 1.26% |
1,015,826
+197,900
|
|
||
|
23
Cadence Design Systems
CDNS
$84.9B
| $374M | 1.24% |
+1,066,141
|
|
||
24
Booking.com
BKNG
$158B
| $357M | 1.18% |
66,131
-20,254
|
|
||
25
Stryker
SYK
$142B
| $348M | 1.15% |
942,612
-21,820
|
|