GF

Growth Fund | TWCGX

Mutual Fund
Growth Fund
Last update 2024-12-23 79 Stocks (10 new)
Value $15.29 Bil Turnover 6 %
Countries:
Top Holdings: MSFT(12.99%)NVDA(11.83%)AAPL(10.24%)GOOGL(7.88%)AMZN(5.94%)
Portfolio Report
Summary Stock Picks Current Portfolio
Growth Fund Top Holdings of 2024-10-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
4,886,752
1985731.680
0%
12.990
0%
0.070
+1.81%
+0.94%
3163244.373
Software
NVDA 		NVIDIA Corp
13,621,690
1808415.560
0%
11.830
0%
0.060
+2.75%
+0.69%
3315852.938
Semiconductors
AAPL 		Apple Inc
6,930,490
1565667.000
0%
10.240
0%
0.050
+1.66%
-5.17%
3569840.910
Hardware
GOOGL 		Alphabet Inc
7,046,382
1205706.420
0%
7.880
0%
0.060
+17.47%
+2.56%
2398588.309
Interactive Media
AMZN 		Amazon.com Inc
4,872,464
908227.290
0%
5.940
0%
0.050
+18.27%
+1.18%
2336645.747
Retail - Cyclical
META 		Meta Platforms Inc
1,277,055
724830.880
-5.05%
4.740
-0.21%
0.050
+5.13%
+5.19%
1566079.085
Interactive Media
LLY 		Eli Lilly and Co
564,868
468693.570
+1.69%
3.060
+0.05%
0.060
-18.10%
-3.27%
671653.928
Drug Manufacturers
MA 		Mastercard Inc
698,322
348874.690
New Holding
2.280
+2.28%
0.080
+2.47%
-1.30%
477565.843
Credit Services
TSLA 		Tesla Inc
1,201,003
300070.600
0%
1.960
0%
0.040
+90.39%
+3.52%
1345207.599
Vehicles & Parts
AVGO 		Broadcom Inc
1,329,246
225666.090
+7.32%
1.480
+0.10%
0.030
+29.82%
-1.72%
1070170.280
Semiconductors

Growth Fund's Historical Top Holdings Breakdowns

Growth 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
V 		Visa Inc2024-10-31Reduce
-2.68%
●
256.44 ($276.29) 291.56
$316.17
14.43%
Reduce -71.6%
607,186
-1,530,954
IWF 		iShares Russell 1000 Growth ETF2024-07-31New Buy
+2.61%
●
325.64 ($355.64) 382.76
$404.08
13.62%
New holding
1,105,595
1,105,595
MA 		Mastercard Inc2024-10-31New Buy
+2.28%
●
442 ($486.57) 516.34
$520.32
6.94%
New holding
698,322
698,322
IWF 		iShares Russell 1000 Growth ETF2024-10-31Reduce
-2.25%
●
332.02 ($366.86) 386.85
$404.08
10.14%
Reduce -86.04%
154,317
-951,278
META 		Meta Platforms Inc2023-07-31Add
+1.99%
●
232.78 ($274.06) 325.48
$620.36
126.36%
Add 135.73%
1,395,485
803,491
UNH 		UnitedHealth Group Inc2024-07-31Reduce
-1.47%
●
481.05 ($512.46) 576.33
$543.64
6.08%
Reduce -86.25%
69,784
-437,707
META 		Meta Platforms Inc2023-04-30New Buy
+1.23%
●
148.97 ($194.99) 240.32
$620.36
218.15%
New holding
591,994
591,994
OCSE:NOVO B 		Novo Nordisk A/S2023-10-31New Buy
+0.95%
●
530.8 (kr648.6) 716.5
kr592.30
-8.68%
New holding
1,168,723
1,168,723
OCSE:NOVO B 		Novo Nordisk A/S2023-07-31Sold Out
-0.92%
●
517 (kr550.43) 589.9
kr592.30
7.61%
Sold Out
0
-1,284,518
AMZN 		Amazon.com Inc2023-04-30Reduce
-0.88%
●
90.73 ($99.55) 112.91
$222.22
123.22%
Reduce -16.59%
4,725,263
-940,168

Growth Fund Total Holding History ($B)

To

Growth Fund's Asset Allocation

To

Growth Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Growth Fund's Hypothetical Growth since 2024-10-31

Growth Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Growth Fund's Holdings Heat Map

Size field:

Growth Fund's Holdings Bubble Chart

Growth Fund News

  • 1

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