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Home > Institutional Investor > Winslow Asset Management Inc > Profile

Instuitional Investor - Winslow Asset Management Inc

Fund Profile
Filing Period:
Fund Name: Winslow Asset Management Inc
Portfolio Value $501,787
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 177,417 $44,429 8.85%
2.
Pultegroup Inc
 PHM 243,836 $26,554 5.29%
3.
Eli Lilly & Co
 LLY 33,048 $25,513 5.08%
4.
Oracle Corp
 ORCL 128,860 $21,473 4.27%
5.
Lululemon Athletica Inc.
 LULU 50,194 $19,195 3.82%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)