WA

WINSLOW ASSET MANAGEMENT INC

13F
WINSLOW ASSET MANAGEMENT INC
Last update 2025-05-02 75 Stocks (1 new)
Value $453.00 Mil Turnover 0 %
Countries:
Top Holdings: AAPL(8.32%)LLY(5.84%)PHM(5.39%)ORCL(3.88%)THC(3.79%)
Summary Stock Picks Current Portfolio
WINSLOW ASSET MANAGEMENT INC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
169,738
37,700.0
-4.33%
8.320
-0.38%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
LLY
Eli Lilly and Co
32,078
26,490.0
-2.94%
5.840
-0.15%
0.000
-7.94%
+0.34%
692,791.6
Drug Manufacturers
PHM
PulteGroup Inc
237,772
24,440.0
-2.49%
5.390
-0.13%
0.120
+14.69%
+0.21%
21,778.4
Homebuilding & Construction
ORCL
Oracle Corp
125,651
17,570.0
-2.49%
3.880
-0.11%
0.000
+91.24%
+48.50%
689,428.1
Software
THC
Tenet Healthcare Corp
127,787
17,190.0
-2.25%
3.790
-0.07%
0.140
+43.72%
+38.68%
16,260.4
Healthcare Providers & Services
JPM
JPMorgan Chase & Co
66,177
16,230.0
-5.12%
3.580
-0.17%
0.000
+26.17%
+23.48%
800,897.6
Banks
LULU
Lululemon Athletica Inc
48,769
13,810.0
-2.84%
3.050
-0.11%
0.040
-8.49%
-39.92%
27,538.0
Retail - Cyclical
TTEK
Tetra Tech Inc
439,559
12,860.0
+2.01%
2.840
+0.06%
0.170
+26.54%
-3.84%
10,057.9
Construction
SCHW
Charles Schwab Corp
159,234
12,470.0
-3.75%
2.750
-0.09%
0.010
+26.21%
+30.29%
174,065.8
Capital Markets
TER
Teradyne Inc
143,426
11,850.0
-2.40%
2.610
-0.09%
0.090
+32.02%
-25.22%
15,066.7
Semiconductors

WINSLOW ASSET MANAGEMENT INC's Historical Top Holdings Breakdowns

WINSLOW ASSET MANAGEMENT INC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
LKQ
LKQ Corp
2025-03-31
Sold Out
Sold Out
-0.87%
●
36.24 ($39.66) 44.05
$37.12
-6.40%
Sold Out
0
-118,914
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.38%
●
209.68 ($231.67) 247.1
$211.18
-8.84%
Reduce -4.33%
169,738
-7,679
JPM
JPMorgan Chase & Co
2025-03-31
Reduce
Reduce
-0.17%
●
225.19 ($254.94) 279.95
$291.27
14.25%
Reduce -5.12%
66,177
-3,570
LLY
Eli Lilly and Co
2025-03-31
Reduce
Reduce
-0.15%
●
725.72 ($832.09) 929.72
$771.71
-7.26%
Reduce -2.94%
32,078
-970
PHM
PulteGroup Inc
2025-03-31
Reduce
Reduce
-0.13%
●
101.09 ($108.01) 118.51
$108.66
0.60%
Reduce -2.49%
237,772
-6,064
LULU
Lululemon Athletica Inc
2025-03-31
Reduce
Reduce
-0.11%
●
283.06 ($366.85) 421.16
$229.77
-37.37%
Reduce -2.84%
48,769
-1,425
ORCL
Oracle Corp
2025-03-31
Reduce
Reduce
-0.11%
●
139.81 ($162.81) 186.47
$245.45
50.76%
Reduce -2.49%
125,651
-3,209
SCHW
Charles Schwab Corp
2025-03-31
Reduce
Reduce
-0.09%
●
71.24 ($78.48) 83.64
$95.80
22.07%
Reduce -3.75%
159,234
-6,200
TPR
Tapestry Inc
2025-03-31
Reduce
Reduce
-0.09%
●
65.63 ($75.68) 89.21
$103.42
36.65%
Reduce -6.3%
106,218
-7,141
TER
Teradyne Inc
2025-03-31
Reduce
Reduce
-0.09%
●
82.6 ($111.86) 140
$93.92
-16.04%
Reduce -2.4%
143,426
-3,525

WINSLOW ASSET MANAGEMENT INC Total Holding History ($B)

To

WINSLOW ASSET MANAGEMENT INC's Asset Allocation

To

WINSLOW ASSET MANAGEMENT INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

WINSLOW ASSET MANAGEMENT INC's Hypothetical Growth since 2025-03-31

WINSLOW ASSET MANAGEMENT INC's Yearly Returns

Year Portfolio % % Excess Gain %

WINSLOW ASSET MANAGEMENT INC's Holdings Heat Map

Size field:

WINSLOW ASSET MANAGEMENT INC's Holdings Bubble Chart

WINSLOW ASSET MANAGEMENT INC News

  • 1

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