AG
| |
Aristotle Growth Equity Fund | ARIGXMutual Fund | |
| Aristotle Growth Equity Fund | |
| Last update 2025-06-23 | 38 Stocks (2 new) |
| Value $232.00 Mil | Turnover 4 % |
Aristotle Growth Equity Fund Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 67,462 | 25,324.6 | -15.09% | 10.930 | -1.67% | 0.000 | +35.12% | +20.26% | 3,753,137.3 | Software | |
NVDA | NVIDIA Corp | 217,950 | 23,621.4 | -21.37% | 10.200 | -2.64% | 0.000 | +66.22% | +27.14% | 4,163,321.8 | Semiconductors | |
AAPL | Apple Inc | 105,467 | 23,427.4 | -19.50% | 10.120 | -2.12% | 0.000 | +5.05% | -14.08% | 3,205,870.5 | Hardware | |
AMZN | Amazon.com Inc | 97,618 | 18,572.8 | -9.30% | 8.020 | -0.73% | 0.000 | +26.46% | +4.10% | 2,424,669.8 | Retail - Cyclical | |
GOOGL | Alphabet Inc | 94,429 | 14,602.5 | -15.09% | 6.300 | -1.05% | 0.000 | +22.63% | +0.76% | 2,313,180.6 | Interactive Media | |
V | Visa Inc | 32,719 | 11,466.7 | -15.09% | 4.950 | -0.61% | 0.000 | +6.51% | +12.88% | 694,586.6 | Credit Services | |
META | Meta Platforms Inc | 16,502 | 9,511.1 | -15.09% | 4.110 | -0.57% | 0.000 | +37.20% | +22.02% | 1,793,419.3 | Interactive Media | |
AVGO | Broadcom Inc | 42,699 | 7,149.1 | +40.52% | 3.090 | +0.89% | 0.000 | +59.05% | +21.73% | 1,320,311.3 | Semiconductors | |
COST | Costco Wholesale Corp | 6,531 | 6,176.9 | -15.08% | 2.670 | -0.35% | 0.000 | -3.24% | +3.16% | 418,176.7 | Retail - Defensive | |
HD | The Home Depot Inc | 16,090 | 5,896.8 | -15.09% | 2.550 | -0.37% | 0.000 | +6.13% | -2.14% | 374,028.3 | Retail - Cyclical |
Aristotle Growth Equity Fund's Historical Top Holdings Breakdowns
Aristotle Growth Equity Fund's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -2.64% | 106.98 ($126.74) 149.43 | $170.72 | 34.70% | Reduce -21.37% | 217,950 | -59,248 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -2.12% | 209.68 ($231.67) 247.1 | $214.53 | -7.40% | Reduce -19.5% | 105,467 | -25,555 | |
NOW | ServiceNow Inc | 2025-03-31 | Reduce Reduce | -1.70% | 783.83 ($963.73) 1170.39 | $962.87 | -0.09% | Reduce -50.43% | 4,749 | -4,832 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -1.67% | 375.39 ($407.71) 447.2 | $504.96 | 23.85% | Reduce -15.09% | 67,462 | -11,987 | |
ORCL | Oracle Corp | 2025-03-31 | New Buy New Buy | +1.63% | 139.81 ($162.81) 186.47 | $242.09 | 48.69% | New holding | 27,048 | 27,048 | |
CRWD | CrowdStrike Holdings Inc | 2025-03-31 | New Buy New Buy | +1.58% | 308.86 ($381.06) 455.36 | $462.40 | 21.35% | New holding | 10,356 | 10,356 | |
DDOG | Datadog Inc | 2025-03-31 | Sold Out Sold Out | -1.18% | 98.68 ($126.18) 151.89 | $143.78 | 13.94% | Sold Out | 0 | -24,956 | |
UNH | UnitedHealth Group Inc | 2025-03-31 | Reduce Reduce | -1.07% | 461.52 ($511.2) 548.18 | $289.75 | -43.32% | Reduce -61.38% | 4,014 | -6,379 | |
GOOGL | Alphabet Inc | 2025-03-31 | Reduce Reduce | -1.05% | 154.33 ($181.36) 206.38 | $190.42 | 5.00% | Reduce -15.09% | 94,429 | -16,778 | |
AVGO | Broadcom Inc | 2025-03-31 | Add Add | +0.89% | 167.43 ($211.65) 244.7 | $280.71 | 32.63% | Add 40.52% | 42,699 | 12,312 |
Aristotle Growth Equity Fund Total Holding History ($B)
Aristotle Growth Equity Fund's Asset Allocation
Aristotle Growth Equity Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Aristotle Growth Equity Fund's Hypothetical Growth since 2025-03-31
Aristotle Growth Equity Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Aristotle Growth Equity Fund's Holdings Heat Map
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Aristotle Growth Equity Fund's Holdings Bubble Chart
Aristotle Growth Equity Fund News
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