Winslow Capital Management Portfolio holdings
AUM
$29.8B
1-Year Est. Return
35.15%
This Fund
S&P 500
1 Year Est. Return
+35.15%
AUM
$29.8B
AUM Growth
-$470M
(-1.6%)
Holding
67
Top Buys
| 1 | +$446M | |
| 2 | +$383M | |
| 3 | +$357M | |
| 4 |
Cintas
CTAS
|
+$343M |
| 5 |
Intuitive Surgical
ISRG
|
+$313M |
Top Sells
| 1 | +$588M | |
| 2 | +$380M | |
| 3 | +$364M | |
| 4 |
Moody's
MCO
|
+$345M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
26
Cadence Design Systems
CDNS
$82.2B
| $361M | 1.21% |
1,151,476
+85,335
|
|
||
27
McKesson
MCK
$121B
| $359M | 1.2% |
+437,073
|
|
||
|
28
Cintas
CTAS
$80.4B
| $343M | 1.15% |
+1,822,369
|
|
||
29
Oracle
ORCL
$418B
| $337M | 1.13% |
1,728,534
-1,530,151
|
|
||
30
Howmet Aerospace
HWM
$105B
| $323M | 1.08% |
1,569,254
-42,789
|
|
||
31
Axon Enterprise
AXON
$43.6B
| $314M | 1.05% |
547,802
+91,944
|
|
||
32
Ares Management
ARES
$24.7B
| $311M | 1.04% |
1,911,513
+454,939
|
|
||
33
Quanta Services
PWR
$84B
| $285M | 0.96% |
673,593
+665,613
|
|
||
34
KKR & Co
KKR
$78.2B
| $270M | 0.91% |
2,114,593
+2,101,509
|
|
||
35
Palantir
PLTR
$328B
| $262M | 0.88% |
1,468,291
-36,641
|
|
||
36
Nasdaq
NDAQ
$49.8B
| $250M | 0.84% |
+2,568,537
|
|
||
37
Arista Networks
ANET
$168B
| $249M | 0.83% |
1,896,528
+273,125
|
|
||
38
Advanced Micro Devices
AMD
$326B
| $178M | 0.6% |
831,730
-2,616,359
|
|
||
39
Ecolab
ECL
$86.9B
| $166M | 0.56% |
633,821
-544,251
|
|
||
40
Analog Devices
ADI
$174B
| $158M | 0.53% |
572,634
-7,813
|
|
||
41
Parker-Hannifin
PH
$127B
| $144M | 0.48% |
164,111
+163,470
|
|
||
42
KLA
KLAC
$200B
| $117M | 0.39% |
96,480
-4,590
|
|
||
43
Compass
COMP
$7.06B
| $73.3M | 0.25% |
6,934,620
|
|
||
44
iShares Russell 1000 Growth ETF
IWF
$117B
| $33.3M | 0.11% |
70,412
+45,391
|
|
||
|
45
Moody's
MCO
$84.7B
| $12.3M | 0.04% |
24,150
-706,941
|
|
||
46
Trane Technologies
TT
$102B
| $11M | 0.04% |
28,162
+22,701
|
|
||
47
Vanguard Growth ETF
VUG
$195B
| $6.85M | 0.02% |
14,044
+11,529
|
|
||
48
Lam Research
LRCX
$292B
| $3.76M | 0.01% |
21,970
-769
|
|
||
49
Alphabet (Google) Class A
GOOGL
$3.77T
| $2.87M | 0.01% |
9,174
-108
|
|
||
50
O'Reilly Automotive
ORLY
$79B
| $1.35M | ﹤0.01% |
14,830
-561
|
|