Alphinity Investment Management Pty Ltd
Institutional investor · Portfolio as of Q1 2023
Top Holdings28 positions
FORTINET INC | 5.3M | $353.8M | 7.9% | $53.04 | +24.07% | 2 qtrssince 2022-Q4 | Increased 78 |
WASTE CONNECTIONS INC | 2.3M | $323.3M | 7.2% | $133.37 | +1.70% | 4 qtrssince 2022-Q2 | Increased 70 |
NEXTERA ENERGY INC | 3.9M | $301.4M | 6.8% | $73.18 | -4.92% | 6 qtrssince 2021-Q4 | Increased 62 |
DANAHER CORP | 1.2M | $298.5M | 6.7% | $236.85 | -7.19% | 10 qtrssince 2020-Q4 | Decreased 0 |
ACCENTURE PLC-CL A | 1M | $287.1M | 6.4% | $336.17 | -19.36% | 6 qtrssince 2021-Q4 | Increased 80 |
INTUITIVE SURGICAL INC | 1.1M | $283.6M | 6.4% | $264.19 | -3.30% | 2 qtrssince 2022-Q4 | Increased 69 |
KEYSIGHT TECHNOLOGIES IN | 1.6M | $266.1M | 6.0% | $143.14 | +12.81% | 17 qtrssince 2019-Q1 | Increased 71 |
ON SEMICONDUCTOR CORP | 3.2M | $260.8M | 5.8% | $67.80 | +20.69% | 6 qtrssince 2021-Q4 | Increased 70 |
CHUBB LTD | 1.3M | $249.3M | 5.6% | $182.62 | +2.33% | 5 qtrssince 2022-Q1 | Increased 69 |
STARBUCKS CORP | 2.2M | $231M | 5.2% | $92.50 | +1.71% | 2 qtrssince 2022-Q4 | Increased 85 |
PEPSICO INC | 1.2M | $224.8M | 5.0% | $152.34 | +8.24% | 6 qtrssince 2021-Q4 | Decreased 0 |
MERCADOLIBRE INC | 167,320 | $220.5M | 4.9% | $1,216.81 | +4.11% | 3 qtrssince 2022-Q3 | Increased 92 |
MCDONALD'S CORP | 780,721 | $218.3M | 4.9% | $240.35 | +8.45% | 6 qtrssince 2021-Q4 | Decreased 0 |
MSCI INC | 341,776 | $191.3M | 4.3% | $523.61 | +1.06% | 2 qtrssince 2022-Q4 | Increased 91 |
UNITEDHEALTH GROUP INC | 362,867 | $171.5M | 3.8% | $415.65 | -8.75% | 17 qtrssince 2019-Q1 | Decreased 0 |
AIRBNB INC | 1.2M | $151.1M | 3.4% | $122.28 | 0.00% | 1 qtr | New 85 |
TRANE TECHNOLOGIES PLC | 766,819 | $141.1M | 3.2% | $177.69 | 0.00% | 1 qtr | New 85 |
FREEPORT-MCMORAN INC | 2.8M | $113.9M | 2.6% | $38.56 | 0.00% | 1 qtr | New 79 |
AMERICAN TOWER CORP | 382,345 | $78.1M | 1.8% | $221.45 | -17.71% | 7 qtrssince 2021-Q3 | Decreased 0 |
ZOETIS INC | 165,043 | $27.5M | 0.6% | $165.02 | -3.86% | 7 qtrssince 2021-Q3 | Increased 51 |
Alphinity Investment Management Pty Ltd manages $4.5B across 28 positions as of Q1 2023. Top holdings: FTNT (7.9%), WCN (7.2%), NEE (6.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Added 3 new positions, exited 1, increased 17, trimmed 8. Top move: MELI (INCREASED, conviction 92). Portfolio: $4.5B across 28 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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