Here are the top five ASX 200 shares in Macquarie’s model growth portfolio

If you are looking for portfolio additions, you might want to see the ASX 200 shares that analysts at Macquarie are recommending right now.

The broker has a model portfolio which it believes represents a starting point to form a portfolio with growth characteristics.

Listed below are the top five holdings in the model portfolio at present:

Goodman Group (ASX: GMG)

Taking the top spot in the model portfolio with a weighting of 8.8% is industrial property giant Goodman. Macquarie currently has an outperform rating and $34.84 price target on its shares. It is forecasting earnings per share growth of 12.4% in FY 2025.

Aristocrat Leisure Limited (ASX: ALL)

In second spot in the portfolio with a weighting of 8.1% is this gaming technology company. Macquarie has an outperform rating and $48.50 price target on the ASX 200 growth share. Its analysts believe the company’s earnings per share will increase by 9.4% in FY 2024.

CAR Group Limited (ASX: CAR)

Next in line is the company formerly known as Carsales, CAR Group. Macquarie has the auto listings company in its model portfolio with a 7.5% weighting. However, it is worth noting that the broker only has a neutral rating and $32.70 price target on its shares at present. This price target is lower than where its shares trade today.

NextDC Ltd (ASX: NXT)

This data centre operator is in the broker’s model growth portfolio with a 7.1% weighting. Macquarie currently has an outperform rating and $20.00 price target on this ASX 200 share.

CSL Limited (ASX: CSL)

Rounding out the top five in Macquarie’s model portfolio is this biotherapeutics giant with a weighting of 7.3%. Macquarie currently has an outperform rating and $310.00 price target on its shares. It expects earnings per share growth of 11.1% in FY 2024.

The post Here are the top five ASX 200 shares in Macquarie’s model growth portfolio appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in CSL and Nextdc. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended CSL, Goodman Group, and Macquarie Group. The Motley Fool Australia has positions in and has recommended Macquarie Group. The Motley Fool Australia has recommended CSL, Car Group, and Goodman Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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