Winslow Capital Management

Winslow Capital Management Portfolio holdings

AUM $25.6B
1-Year Est. Return 33.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$25.6B
AUM Growth
-$4.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$1.48B
2
+$480M
3
+$346M
4
ELAN icon
Elanco Animal Health
ELAN
+$333M
5
TT icon
Trane Technologies
TT
+$324M

Top Sells

1
+$773M
2
+$585M
3
+$532M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$405M
5
CDNS icon
Cadence Design Systems
CDNS
+$361M

Sector Composition

1 Technology 48.43%
2 Communication Services 15.51%
3 Industrials 11.78%
4 Consumer Discretionary 11%
5 Healthcare 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LRCX icon
51
Lam Research
LRCX
$398B
$3.12M 0.01%
14,589
-7,381
VUG icon
52
Vanguard Growth ETF
VUG
$231B
$2.61M 0.01%
35,796
-48,468
GOOGL icon
53
Alphabet (Google) Class A
GOOGL
$4.61T
$2.41M 0.01%
8,398
-776
CMG icon
54
Chipotle Mexican Grill
CMG
$40.9B
$1.25M ﹤0.01%
38,929
+9,889
MCO icon
55
Moody's
MCO
$79.2B
$622K ﹤0.01%
1,425
-22,725
IVW icon
56
iShares S&P 500 Growth ETF
IVW
$76.3B
$376K ﹤0.01%
3,323
-7,091
UBER icon
57
Uber
UBER
$143B
$349K ﹤0.01%
4,849
-1,040
BSX icon
58
Boston Scientific
BSX
$71.8B
$295K ﹤0.01%
4,708
-4,695
MELI icon
59
Mercado Libre
MELI
$86B
$244K ﹤0.01%
141
-65
LIN icon
60
Linde
LIN
$230B
$217K ﹤0.01%
438
-43
WDAY icon
61
Workday
WDAY
$36.1B
– –
-1,481
VRTX icon
62
Vertex Pharmaceuticals
VRTX
$114B
– –
-887,640
SNPS icon
63
Synopsys
SNPS
$91.1B
– –
-1,093
NDAQ icon
64
Nasdaq
NDAQ
$52.3B
– –
-2,568,537
KKR icon
65
KKR & Co
KKR
$86.1B
– –
-2,114,593
DASH icon
66
DoorDash
DASH
$69.4B
– –
-2,343,835
CTAS icon
67
Cintas
CTAS
$68.5B
– –
-1,822,369
CDNS icon
68
Cadence Design Systems
CDNS
$103B
– –
-1,151,476
AXON icon
69
Axon Enterprise
AXON
$36.2B
– –
-547,802
ARES icon
70
Ares Management
ARES
$29B
– –
-1,911,513
ALNY icon
71
Alnylam Pharmaceuticals
ALNY
$40.3B
– –
-1,266
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3