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 | |
|---|---|---|---|---|---|---|
26
Moody's
MCO
$87.6B
| $348M | 1.15% |
+731,091
|
|
||
27
Axon Enterprise
AXON
$42.6B
| $327M | 1.08% |
455,858
+80,278
|
|
||
28
Ecolab
ECL
$77.9B
| $323M | 1.07% |
1,178,072
-24,136
|
|
||
29
Howmet Aerospace
HWM
$82.3B
| $316M | 1.04% |
1,612,043
-100,586
|
|
||
30
Intuitive Surgical
ISRG
$203B
| $305M | 1.01% |
680,981
-661,492
|
|
||
31
GE Aerospace
GE
$315B
| $303M | 1% |
1,007,954
-181,259
|
|
||
32
Hilton Worldwide
HLT
$66.3B
| $292M | 0.96% |
1,123,887
-770,428
|
|
||
33
Palantir
PLTR
$401B
| $275M | 0.91% |
1,504,932
-310,100
|
|
||
34
Arista Networks
ANET
$165B
| $237M | 0.78% |
+1,623,403
|
|
||
35
Ares Management
ARES
$34.6B
| $233M | 0.77% |
1,456,574
+522,544
|
|
||
36
Vertiv
VRT
$68.7B
| $202M | 0.67% |
1,340,511
-2,236,190
|
|
||
37
Mercado Libre
MELI
$105B
| $197M | 0.65% |
+84,463
|
|
||
38
Carvana
CVNA
$53B
| $183M | 0.6% |
+484,757
|
|
||
39
Analog Devices
ADI
$130B
| $143M | 0.47% |
580,447
+578,670
|
|
||
40
KLA
KLAC
$154B
| $109M | 0.36% |
101,070
-5,230
|
|
||
41
Compass
COMP
$5.85B
| $55.7M | 0.18% |
6,934,620
|
|
||
42
Comfort Systems
FIX
$34.5B
| $26.7M | 0.09% |
32,390
+3,320
|
|
||
|
SAIL
43
SailPoint Inc
SAIL
$10.3B
| $16.6M | 0.06% |
754,026
-46,554
|
|
||
44
iShares Russell 1000 Growth ETF
IWF
$125B
| $11.7M | 0.04% |
25,021
-646
|
|
||
45
Quanta Services
PWR
$69.3B
| $3.31M | 0.01% |
+7,980
|
|
||
46
Lam Research
LRCX
$196B
| $3.04M | 0.01% |
22,739
-8,287,385
|
|
||
47
Trane Technologies
TT
$93.5B
| $2.3M | 0.01% |
5,461
-868,199
|
|
||
48
Alphabet (Google) Class A
GOOGL
$3.86T
| $2.26M | 0.01% |
9,282
-137
|
|
||
49
KKR & Co
KKR
$109B
| $1.7M | 0.01% |
13,084
+6,845
|
|
||
50
O'Reilly Automotive
ORLY
$85.8B
| $1.66M | 0.01% |
15,391
-752
|
|