Alphinity Investment Management Pty Ltd

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Waste Connections, Inc.
WCN
$432.93M0.982.52M+8.34%+$33.33M3.84
Motorola Solutions, Inc.
MSI
$524.93M0.891.48M+36.46%+$140.25M4.66
Trane Technologies plc
TT
$582.35M0.861.94M-3.89%-$23.59M5.17
Parker-Hannifin Corporation
PH
$590.28M0.831.06M-6.24%-$39.3M5.24
The Sherwin-Williams Company
SHW
$512.08M0.581.47M+6.26%+$30.18M4.54
MercadoLibre, Inc.
MELI
$315.98M0.41208,985+1.89%+$5.87M2.8
Airbnb, Inc.
ABNB
$418.34M0.42.54M+1.57%+$6.45M3.71
Marsh & McLennan Companies, Inc.
MMC
$405.08M0.41.97M-4.71%-$20.02M3.59
Prologis, Inc.
PLD
$465.66M0.393.58MNew+$465.66M4.13
ConocoPhillips
COP
$566.37M0.384.45M-3.51%-$20.61M5.02
Cadence Design Systems, Inc.
CDNS
$261.82M0.31841,105-18.71%-$60.28M2.32
Ferguson plc
FERG
$133.99M0.3613,435+72.28%+$56.22M1.19
Intuitive Surgical, Inc.
ISRG
$423M0.31.06M-16.95%-$86.3M3.75
American Express Company
AXP
$433.71M0.271.9MNew+$433.71M3.85
Linde plc
LIN
$509.93M0.231.1M-4.44%-$23.67M4.52
Bank of America Corporation
BAC
$579.02M0.215.27M+8.43%+$45.02M5.14
Accenture plc
ACN
$406.6M0.181.17M-15.53%-$74.73M3.61
Costco Wholesale Corporation
COST
$457.41M0.14624,337+38.33%+$126.75M4.06
The Home Depot, Inc.
HD
$513.02M0.141.34MNew+$513.02M4.55
Block, Inc.
SQ
$36.56M0.07434,399New+$36.56M0.32
Merck & Co., Inc.
MRK
$193.11M0.061.46MNew+$193.11M1.71
NVIDIA Corporation
NVDA
$904.64M0.041M-19.07%-$213.22M8.02
Alphabet Inc.
GOOGL
$670.68M0.044.44M-22.95%-$199.79M5.95
Microsoft Corporation
MSFT
$785.46M0.031.87M-6.95%-$58.66M6.97
Amazon.com, Inc.
AMZN
$140.75M0.01780,311New+$140.75M1.25
Quanta Services, Inc.
PWR
$2.3M0.018,871+16.4%+$324,750.030.02
Arch Capital Group Ltd.
ACGL
$1.73M0.0118,674+17.85%+$261,420.390.02
Mastercard Incorporated
MA
$3.36M<0.016,985+6.01%+$190,701.690.03
The Procter & Gamble Company
PG
$2.61M<0.0116,079-20.02%-$653,056.310.02
Chubb Limited
CB
$1.32M<0.015,096-99.04%-$136.54M0.01