Winslow Capital Management

Winslow Capital Management Portfolio holdings

AUM $30.3B
1-Year Est. Return 42.69%
This Quarter Est. Return
1 Year Est. Return
+42.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$29.9B
AUM Growth
+$4.87B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$783M
2
+$726M
3
+$459M
4
ETN icon
Eaton
ETN
+$292M
5
ONON icon
On Holding
ONON
+$248M

Top Sells

1
+$647M
2
+$549M
3
+$335M
4
ORLY icon
O'Reilly Automotive
ORLY
+$324M
5
SNPS icon
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
GOOG icon
51
Alphabet (Google) Class C
GOOG
$3.37T
$2.19M 0.01%
12,345
-3,092,997
GOOGL icon
52
Alphabet (Google) Class A
GOOGL
$3.36T
$1.66M 0.01%
9,419
-3,671,028
ORLY icon
53
O'Reilly Automotive
ORLY
$83B
$1.45M ﹤0.01%
16,143
-3,597,252
BSX icon
54
Boston Scientific
BSX
$156B
$1.14M ﹤0.01%
10,660
-2,647,680
SNPS icon
55
Synopsys
SNPS
$73.2B
$1.08M ﹤0.01%
2,105
-622,045
VUG icon
56
Vanguard Growth ETF
VUG
$196B
$1.05M ﹤0.01%
2,386
-682
KKR icon
57
KKR & Co
KKR
$108B
$830K ﹤0.01%
6,239
-2,515,044
UBER icon
58
Uber
UBER
$191B
$558K ﹤0.01%
5,979
-629
PH icon
59
Parker-Hannifin
PH
$106B
$448K ﹤0.01%
641
-100
ADI icon
60
Analog Devices
ADI
$117B
$423K ﹤0.01%
1,777
+796
APH icon
61
Amphenol
APH
$166B
$322K ﹤0.01%
3,256
-549
CRM icon
62
Salesforce
CRM
$229B
$257K ﹤0.01%
944
-724,107
LIN icon
63
Linde
LIN
$200B
$251K ﹤0.01%
536
-20
ANET icon
64
Arista Networks
ANET
$164B
– –
-176,165
APP icon
65
Applovin
APP
$188B
– –
-238,616
CAVA icon
66
CAVA Group
CAVA
$5.59B
– –
-119,410
COST icon
67
Costco
COST
$410B
– –
-229
FISV
68
Fiserv, Inc. Common Stock
FISV
$34.7B
– –
-1,410,196
MSCI icon
69
MSCI
MSCI
$43.1B
– –
-411
NDAQ icon
70
Nasdaq
NDAQ
$49.9B
– –
-157,110
ROL icon
71
Rollins
ROL
$27.9B
– –
-61,546
UNH icon
72
UnitedHealth
UNH
$301B
– –
-668
VRTX icon
73
Vertex Pharmaceuticals
VRTX
$110B
– –
-419
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