Winslow Capital Management Portfolio holdings
AUM
$30.3B
1-Year Est. Return
42.69%
1 Year Est. Return
+42.69%
AUM
$29.9B
AUM Growth
+$4.87B
(+19%)
Holding
73
Top Buys
| 1 | +$783M | |
| 2 | +$726M | |
| 3 | +$459M | |
| 4 |
Eaton
ETN
|
+$292M |
| 5 |
On Holding
ONON
|
+$248M |
Top Sells
| 1 | +$647M | |
| 2 | +$549M | |
| 3 | +$335M | |
| 4 |
O'Reilly Automotive
ORLY
|
+$324M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
26
Alnylam Pharmaceuticals
ALNY
$60B
| $384M | 1.28% |
1,177,439
-9,739
|
|
||
27
Trane Technologies
TT
$92B
| $382M | 1.28% |
873,660
-4,537
|
|
||
28
Stryker
SYK
$143B
| $382M | 1.27% |
964,432
-11,858
|
|
||
29
Texas Instruments
TXN
$147B
| $343M | 1.14% |
1,650,199
+174,103
|
|
||
30
Workday
WDAY
$59.7B
| $341M | 1.14% |
1,419,900
-53,007
|
|
||
31
Ecolab
ECL
$74.2B
| $324M | 1.08% |
1,202,208
+217,856
|
|
||
32
Howmet Aerospace
HWM
$81B
| $319M | 1.06% |
1,712,629
-1,052,905
|
|
||
33
Cintas
CTAS
$75.5B
| $313M | 1.04% |
1,403,342
-520,648
|
|
||
34
Axon Enterprise
AXON
$44B
| $311M | 1.04% |
375,580
+113,326
|
|
||
35
GE Aerospace
GE
$321B
| $306M | 1.02% |
1,189,213
-1,130,958
|
|
||
36
Shopify
SHOP
$191B
| $298M | 1% |
2,587,012
-3,587
|
|
||
|
37
Eaton
ETN
$138B
| $292M | 0.98% |
817,926
+817,274
|
|
||
38
Danaher
DHR
$156B
| $289M | 0.96% |
1,461,785
+2,775
|
|
||
39
Arthur J. Gallagher & Co
AJG
$65.9B
| $265M | 0.89% |
828,466
+4,844
|
|
||
|
40
On Holding
ONON
$13.8B
| $248M | 0.83% |
+4,766,825
|
|
||
41
Palantir
PLTR
$410B
| $247M | 0.83% |
1,815,032
+2,305
|
|
||
42
Ares Management
ARES
$32.7B
| $162M | 0.54% |
+934,030
|
|
||
43
KLA
KLAC
$153B
| $95.2M | 0.32% |
+106,300
|
|
||
44
Compass
COMP
$5.42B
| $43.5M | 0.15% |
6,934,620
|
|
||
|
SAIL
45
SailPoint Inc
SAIL
$10.7B
| $18.3M | 0.06% |
800,580
-923,000
|
|
||
46
Comfort Systems
FIX
$31.7B
| $15.6M | 0.05% |
+29,070
|
|
||
47
Automatic Data Processing
ADP
$103B
| $14.2M | 0.05% |
+46,200
|
|
||
48
ODDITY Tech
ODD
$2.33B
| $13.6M | 0.05% |
179,907
-380,651
|
|
||
49
iShares Russell 1000 Growth ETF
IWF
$123B
| $10.9M | 0.04% |
25,667
-48,667
|
|
||
50
Eventbrite
EB
$273M
| $6.23M | 0.02% |
2,369,578
|
|