HoldingsChannel.com
Winslow Asset Management Inc. Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
AEROJET ROCKETDYNE HOLDINGS IN 432,748 -90,840 $21,858
     AJRD432,748-90,840$21,858
APPLE COMPUTER 79,033 -8,884 $17,701
     AAPL79,033-8,884$17,701
PULTE GROUP INC COM 458,862 -74,598 $16,771
     PHM458,862-74,598$16,771
LULULEMON ATHLETICA IN COM 69,957 -14,775 $13,469
     LULU69,957-14,775$13,469
TERADYNE INC COM 231,392 -41,345 $13,400
     TER231,392-41,345$13,400
COMCAST CORP COM CL A 261,559 -35,009 $11,791
     CMCSA261,559-35,009$11,791
NORDSON CORP COM 80,302 -11,861 $11,745
     NDSN80,302-11,861$11,745
ESTEE LAUDER COS INC COM 58,695 -10,297 $11,677
     EL58,695-10,297$11,677
TETRA TECH INC NEW COM 129,667 -16,187 $11,250
     TTEK129,667-16,187$11,250
SCHWAB CHARLES CORP NEW COM 254,207 -43,756 $10,633
     SCHW254,207-43,756$10,633
J P MORGAN CHASE & CO COM 86,492 -14,987 $10,179
     JPM86,492-14,987$10,179
INTEL CORP COM 190,158 -35,742 $9,799
     INTC190,158-35,742$9,799
COHEN & STEERS INC COM 168,151 -31,528 $9,237
     CNS168,151-31,528$9,237
SVB FINL GROUP COM 43,094 -5,998 $9,004
     SIVB43,094-5,998$9,004
ORACLE CORP COM 155,877 -25,573 $8,578
     ORCL155,877-25,573$8,578
MERCK & CO INC NEW COM 99,224 -16,571 $8,353
     MRK99,224-16,571$8,353
SKYWORKS SOLUTIONS INC COM 103,320 -16,144 $8,188
     SWKS103,320-16,144$8,188
CISCO SYS INC COM 165,023 -18,263 $8,154
     CSCO165,023-18,263$8,154
KAISER ALUMINUM CORP COM PAR 80,927 -11,767 $8,009
     KALU80,927-11,767$8,009
BEAZER HOMES USA INC COM NEW 530,144 -103,323 $7,899
     BZH530,144-103,323$7,899
LKQ CORP COM 244,704 -45,155 $7,696
     LKQ244,704-45,155$7,696
WALT DISNEY CO COM 57,768 -10,061 $7,528
     DIS57,768-10,061$7,528
BIO RAD LABORATORIES 22,308 -3,657 $7,423
     BIO22,308-3,657$7,423
GATX CORP COM 85,857 -13,958 $6,656
     GATX85,857-13,958$6,656
JOHNSON & JOHNSON COM 49,376 -6,913 $6,388
     JNJ49,376-6,913$6,388
SIMON PPTY GROUP NEW COM 39,937 -5,144 $6,216
     SPG39,937-5,144$6,216
LILLY ELI & CO COM 55,468 -6,714 $6,203
     LLY55,468-6,714$6,203
WEYERHAEUSER CO COM 215,701 -27,330 $5,975
     WY215,701-27,330$5,975
MOELIS & COMPANY 181,318 -21,590 $5,956
     MC181,318-21,590$5,956
WELLS FARGO & CO NEW COM 116,899 -17,784 $5,896
     WFC116,899-17,784$5,896
NORWEGIAN CRUISE LINE HOLDINGS 109,303 -14,418 $5,659
     NCLH109,303-14,418$5,659
AMERICAN EXPRESS CO COM 43,641 -6,020 $5,162
     AXP43,641-6,020$5,162
OMNOVA SOLUTIONS INC COM 495,369 -422,914 $4,988
     OMN495,369-422,914$4,988
FOCUS FINANCIAL PARTNERS 208,437 +11,744 $4,961
     FOCS208,437+11,744$4,961
FOSSIL GROUP 384,207 -64,990 $4,806
     FOSL384,207-64,990$4,806
HUDSON PACIFIC PROPERTIES 136,543 -27,201 $4,569
     HPP136,543-27,201$4,569
ULTA BEAUTY INC 18,083 -2,347 $4,533
     ULTA18,083-2,347$4,533
EOG RES INC COM 59,540 -6,740 $4,419
     EOG59,540-6,740$4,419
AMGEN INC COM 22,252 -3,823 $4,306
     AMGN22,252-3,823$4,306
TENET HEALTHCARE CORP COM 190,513 -27,945 $4,214
     THC190,513-27,945$4,214
HYSTER YALE MATLS HAND CL A 75,960 -14,111 $4,157
     HY75,960-14,111$4,157
STRYKER CORP COM 17,870 -2,205 $3,865
     SYK17,870-2,205$3,865
AMERICAN AIRLS GRP INC COM 142,597 -17,138 $3,846
     AAL142,597-17,138$3,846
HP INC 189,963 -25,197 $3,594
     HPQ189,963-25,197$3,594
WYNDHAM HOTELS & RESORTS INC C 63,745 -4,249 $3,298
     WH63,745-4,249$3,298
NORDSTROM INC COM 96,319 -9,868 $3,243
     JWN96,319-9,868$3,243
AT&T INC COM 80,940 -31,762 $3,063
     T80,940-31,762$3,063
SCHLUMBERGER LTD COM 85,025 -9,891 $2,905
     SLB85,025-9,891$2,905
BIG LOTS INC COM 106,259 -11,055 $2,603
     BIG106,259-11,055$2,603
DELL TECHNOLOGIES INC 49,144 -4,754 $2,549
     DELL49,144-4,754$2,549

See Full List: All Stocks Held By Winslow Asset Management Inc.
Including:
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Winslow Asset Management Inc.

Size ($ in 1000's)
At 09/30/2019: $400,498
At 06/30/2019: $450,226

Winslow Asset Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Winslow Asset Management Inc. 13F filings. Link to 13F filings: SEC filings

Winslow Asset Management Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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