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
$30.3B
AUM Growth
+$331M
(+1.1%)
Holding
70
Top Buys
| 1 | +$1.3B | |
| 2 | +$556M | |
| 3 | +$486M | |
| 4 |
Moody's
MCO
|
+$369M |
| 5 |
Cadence Design Systems
CDNS
|
+$367M |
Top Sells
| 1 | +$878M | |
| 2 | +$480M | |
| 3 | +$479M | |
| 4 |
LPL Financial
LPLA
|
+$444M |
| 5 |
Fair Isaac
FICO
|
+$419M |
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
$76.9B
| $348M | 1.15% |
+731,091
|
|
||
27
Axon Enterprise
AXON
$33.4B
| $327M | 1.08% |
455,858
+80,278
|
|
||
28
Ecolab
ECL
$74.1B
| $323M | 1.07% |
1,178,072
-24,136
|
|
||
29
Howmet Aerospace
HWM
$89.4B
| $316M | 1.04% |
1,612,043
-100,586
|
|
||
30
Intuitive Surgical
ISRG
$161B
| $305M | 1.01% |
680,981
-661,492
|
|
||
31
GE Aerospace
GE
$285B
| $303M | 1% |
1,007,954
-181,259
|
|
||
32
Hilton Worldwide
HLT
$67.8B
| $292M | 0.96% |
1,123,887
-770,428
|
|
||
33
Palantir
PLTR
$329B
| $275M | 0.91% |
1,504,932
-310,100
|
|
||
34
Arista Networks
ANET
$146B
| $237M | 0.78% |
+1,623,403
|
|
||
35
Ares Management
ARES
$24.2B
| $233M | 0.77% |
1,456,574
+522,544
|
|
||
36
Vertiv
VRT
$89.6B
| $202M | 0.67% |
1,340,511
-2,236,190
|
|
||
37
Mercado Libre
MELI
$82.1B
| $197M | 0.65% |
+84,463
|
|
||
38
Carvana
CVNA
$41.6B
| $183M | 0.6% |
+484,757
|
|
||
39
Analog Devices
ADI
$148B
| $143M | 0.47% |
580,447
+578,670
|
|
||
40
KLA
KLAC
$181B
| $109M | 0.36% |
101,070
-5,230
|
|
||
41
Compass
COMP
$5.08B
| $55.7M | 0.18% |
6,934,620
|
|
||
42
Comfort Systems
FIX
$44.8B
| $26.7M | 0.09% |
32,390
+3,320
|
|
||
|
SAIL
43
SailPoint Inc
SAIL
$7.02B
| $16.6M | 0.06% |
754,026
-46,554
|
|
||
44
iShares Russell 1000 Growth ETF
IWF
$107B
| $11.7M | 0.04% |
25,021
-646
|
|
||
45
Quanta Services
PWR
$79.9B
| $3.31M | 0.01% |
+7,980
|
|
||
46
Lam Research
LRCX
$250B
| $3.04M | 0.01% |
22,739
-8,287,385
|
|
||
47
Trane Technologies
TT
$89.4B
| $2.3M | 0.01% |
5,461
-868,199
|
|
||
48
Alphabet (Google) Class A
GOOGL
$3.31T
| $2.26M | 0.01% |
9,282
-137
|
|
||
49
KKR & Co
KKR
$80.6B
| $1.7M | 0.01% |
13,084
+6,845
|
|
||
50
O'Reilly Automotive
ORLY
$77.2B
| $1.66M | 0.01% |
15,391
-752
|
|