WA
| |
WINSLOW ASSET MANAGEMENT INC13F | |
| WINSLOW ASSET MANAGEMENT INC | |
| Last update 2025-05-02 | 75 Stocks (1 new) |
| Value $453.00 Mil | Turnover 0 % |
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 | -4.94% | -14.92% | 3,174,609.8 | Hardware | |
LLY | Eli Lilly and Co | 32,078 | 26,490.0 | -2.94% | 5.840 | -0.15% | 0.000 | -4.82% | +1.05% | 697,684.2 | Drug Manufacturers | |
PHM | PulteGroup Inc | 237,772 | 24,440.0 | -2.49% | 5.390 | -0.13% | 0.120 | +7.38% | +3.09% | 22,405.8 | Homebuilding & Construction | |
ORCL | Oracle Corp | 125,651 | 17,570.0 | -2.49% | 3.880 | -0.11% | 0.000 | +54.46% | +35.53% | 630,554.9 | Software | |
THC | Tenet Healthcare Corp | 127,787 | 17,190.0 | -2.25% | 3.790 | -0.07% | 0.140 | +25.05% | +35.89% | 15,933.5 | Healthcare Providers & Services | |
JPM | JPMorgan Chase & Co | 66,177 | 16,230.0 | -5.12% | 3.580 | -0.17% | 0.000 | +19.09% | +22.76% | 808,605.3 | Banks | |
LULU | Lululemon Athletica Inc | 48,769 | 13,810.0 | -2.84% | 3.050 | -0.11% | 0.040 | -12.69% | -35.44% | 29,587.5 | Retail - Cyclical | |
TTEK | Tetra Tech Inc | 439,559 | 12,860.0 | +2.01% | 2.840 | +0.06% | 0.170 | +18.69% | -8.00% | 9,623.1 | Construction | |
SCHW | Charles Schwab Corp | 159,234 | 12,470.0 | -3.75% | 2.750 | -0.09% | 0.010 | +16.18% | +23.77% | 165,362.5 | Capital Markets | |
TER | Teradyne Inc | 143,426 | 11,850.0 | -2.40% | 2.610 | -0.09% | 0.090 | +12.66% | -25.10% | 15,089.9 | 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 | $38.69 | -2.45% | Sold Out | 0 | -118,914 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.38% | 209.68 ($231.67) 247.1 | $212.55 | -8.25% | Reduce -4.33% | 169,738 | -7,679 | |
JPM | JPMorgan Chase & Co | 2025-03-31 | Reduce Reduce | -0.17% | 225.19 ($254.94) 279.95 | $290.96 | 14.13% | 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 | $777.15 | -6.60% | Reduce -2.94% | 32,078 | -970 | |
PHM | PulteGroup Inc | 2025-03-31 | Reduce Reduce | -0.13% | 101.09 ($108.01) 118.51 | $111.79 | 3.50% | Reduce -2.49% | 237,772 | -6,064 | |
LULU | Lululemon Athletica Inc | 2025-03-31 | Reduce Reduce | -0.11% | 283.06 ($366.85) 421.16 | $246.65 | -32.77% | Reduce -2.84% | 48,769 | -1,425 | |
ORCL | Oracle Corp | 2025-03-31 | Reduce Reduce | -0.11% | 139.81 ($162.81) 186.47 | $225.45 | 38.48% | Reduce -2.49% | 125,651 | -3,209 | |
SCHW | Charles Schwab Corp | 2025-03-31 | Reduce Reduce | -0.09% | 71.24 ($78.48) 83.64 | $90.97 | 15.91% | Reduce -3.75% | 159,234 | -6,200 | |
TPR | Tapestry Inc | 2025-03-31 | Reduce Reduce | -0.09% | 65.63 ($75.68) 89.21 | $86.28 | 14.01% | Reduce -6.3% | 106,218 | -7,141 | |
TER | Teradyne Inc | 2025-03-31 | Reduce Reduce | -0.09% | 82.6 ($111.86) 140 | $94.06 | -15.91% | Reduce -2.4% | 143,426 | -3,525 |
WINSLOW ASSET MANAGEMENT INC Total Holding History ($B)
WINSLOW ASSET MANAGEMENT INC's Asset Allocation
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
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers