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 | +38.94% | +21.47% | 3,790,969.0 | Software | |
NVDA | NVIDIA Corp | 217,950 | 23,621.4 | -21.37% | 10.200 | -2.64% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
AAPL | Apple Inc | 105,467 | 23,427.4 | -19.50% | 10.120 | -2.12% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
AMZN | Amazon.com Inc | 97,618 | 18,572.8 | -9.30% | 8.020 | -0.73% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
GOOGL | Alphabet Inc | 94,429 | 14,602.5 | -15.09% | 6.300 | -1.05% | 0.000 | +22.57% | -2.01% | 2,250,461.0 | Interactive Media | |
V | Visa Inc | 32,719 | 11,466.7 | -15.09% | 4.950 | -0.61% | 0.000 | +6.07% | +10.81% | 681,869.3 | Credit Services | |
META | Meta Platforms Inc | 16,502 | 9,511.1 | -15.09% | 4.110 | -0.57% | 0.000 | +40.55% | +20.48% | 1,770,790.4 | Interactive Media | |
AVGO | Broadcom Inc | 42,699 | 7,149.1 | +40.52% | 3.090 | +0.89% | 0.000 | +66.10% | +22.87% | 1,332,681.5 | Semiconductors | |
COST | Costco Wholesale Corp | 6,531 | 6,176.9 | -15.08% | 2.670 | -0.35% | 0.000 | -4.25% | +4.03% | 421,724.5 | Retail - Defensive | |
HD | The Home Depot Inc | 16,090 | 5,896.8 | -15.09% | 2.550 | -0.37% | 0.000 | +1.85% | -6.44% | 357,577.1 | 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 | $172.41 | 36.03% | Reduce -21.37% | 217,950 | -59,248 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -2.12% | 209.68 ($231.67) 247.1 | $211.18 | -8.84% | Reduce -19.5% | 105,467 | -25,555 | |
NOW | ServiceNow Inc | 2025-03-31 | Reduce Reduce | -1.70% | 783.83 ($963.73) 1170.39 | $963.40 | -0.03% | Reduce -50.43% | 4,749 | -4,832 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -1.67% | 375.39 ($407.71) 447.2 | $510.05 | 25.10% | 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 | $245.45 | 50.76% | 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 | $475.96 | 24.90% | New holding | 10,356 | 10,356 | |
DDOG | Datadog Inc | 2025-03-31 | Sold Out Sold Out | -1.18% | 98.68 ($126.18) 151.89 | $145.02 | 14.93% | Sold Out | 0 | -24,956 | |
UNH | UnitedHealth Group Inc | 2025-03-31 | Reduce Reduce | -1.07% | 461.52 ($511.2) 548.18 | $282.65 | -44.71% | Reduce -61.38% | 4,014 | -6,379 | |
GOOGL | Alphabet Inc | 2025-03-31 | Reduce Reduce | -1.05% | 154.33 ($181.36) 206.38 | $185.06 | 2.04% | Reduce -15.09% | 94,429 | -16,778 | |
AVGO | Broadcom Inc | 2025-03-31 | Add Add | +0.89% | 167.43 ($211.65) 244.7 | $283.34 | 33.87% | Add 40.52% | 42,699 | 12,312 |
Aristotle Growth Equity Fund Total Holding History ($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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