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High Growth Stock Picks For Good Times And Bad

Mertens adds: “People tend to look at near-term returns or headlines, but investors need to think about the long-term results. Look how the stock or fund performs over a full market cycle, and see how they add value.”

Business Section: Investing Ideas

Looking to emulate Jensen Quality Growth Fund’s (JENSX) investing strategy?

We list the fund’s top 20 holdings below.  The Jensen Quality Growth Fund is based in Lake Oswego, Oregon. Total assets under management for the firm, Jensen Investment Management, is $5.5 billion.  Roughly $4 billion of that is in the Quality Growth Fund.

List sorted by % of portfolio.


1. PepsiCo Inc ( PEP): Engages in the manufacture, marketing, and sale of foods, snacks, and carbonated and non-carbonated beverages worldwide. Market cap at $108.6B, most recent closing price at $70.21. Represents 5.30% of fund’s portfolio


2. Procter & Gamble Co ( PG): Provides consumer packaged goods in the United States and internationally. Market cap at $192.B, most recent closing price at $70.22. Represents 5.25% of fund’s portfolio.


3. Oracle Corp ( ORCL): Develops, manufactures, markets, distributes, and services database and middleware software, applications software, and hardware systems worldwide. Market cap at $154.55B, most recent closing price at $32.07. Represents 5.12% of fund’s portfolio.


4. 3M Co ( MMM): Operates as a diversified technology company worldwide. Market cap at $64.39B, most recent closing price at $91.87. Represents 4.85% of fund’s portfolio.


5. United Technologies Corp ( UTX): Provides technology products and services to the building systems and aerospace industries worldwide. Market cap at $74.25B, most recent closing price at $81.01. Represents 4.56% of fund’s portfolio.


6. Abbott Labs ( ABT): Engages in the discovery, development, manufacture, and sale of health care products worldwide. Market cap at $103.27B, most recent closing price at $65.33. Represents 4.33% of fund’s portfolio.


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