StockDriftsStockDriftsTop 47 Winslow Asset Management Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE COMPUTER | 7.68% | 155.7K | $39.5M | -3.77%(-6.09K) | $55.98(+451.29%) | 2026-03-31 | |
| TER | TERADYNE INC COM | 7.65% | 132.9K | $39.4M | -5.88%(-8.31K) | $20.19(+1728.00%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 5.19% | 29.0K | $26.7M | -3.03%(-906) | $72.99(+1563.06%) | 2026-03-31 | |
| PHM | PULTEGROUP INC | 4.99% | 218.3K | $25.7M | -3.54%(-8.01K) | $20.35(+556.95%) | 2026-03-31 | |
| NDSN | NORDSON CORP | 2.84% | 55.0K | $14.6M | -3.20%(-1.82K) | $71.73(+304.81%) | 2026-03-31 | |
| TPR | TAPESTRY INC | 2.78% | 101.5K | $14.3M | -1.81%(-1.87K) | $35.91(+301.59%) | 2026-03-31 | |
| SCHW | SCHWAB AB CHARLES CORP NEW COM | 2.7% | 148.1K | $13.9M | -3.46%(-5.31K) | $22.85(+324.43%) | 2026-03-31 | |
| IBM | INTERNATIONAL BUS MACH COM | 2.04% | 43.4K | $10.5M | +1.41%(+602) | $142.28(+103.49%) | 2026-03-31 | |
| AXP | AMERICAN EXPRESS CO | 1.86% | 31.7K | $9.6M | -2.03%(-658) | $79.63(+341.97%) | 2026-03-31 | |
| KALU | KAISER ALUMINUM CORP | 1.73% | 74.0K | $8.9M | -2.36%(-1.79K) | $65.27(+170.05%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.96% | +44.13% |
| Top 20 Holdings Unweighted | +10.91% | +36.43% |
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