If you're looking for portfolio additions in 2023, 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:
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CSL Limited (ASX: CSL)
This biotherapeutics giant takes top spot in Macquarie's model portfolio with a weighting of 8.3%. Macquarie currently has an outperform rating and $343.00 price target on its shares. This compares favourably to the current CSL share price of $285.70.
Mineral Resources Ltd (ASX: MIN)
Taking second spot with a 7.7% portfolio weighting is this ASX 200 mining and mining services company. Macquarie is known to be a fan of Mineral Resources due largely to its lithium exposure. It currently has an outperform rating and $127.00 price target on its shares. This is materially higher than the latest Mineral Resources share price of $76.77.
Computershare Limited (ASX: CPU)
This financial administration company is another ASX 200 share that makes the model portfolio with a weighting of 7.5%. Macquarie has an outperform rating and $40.25 price target on its shares. This compares favourably to the latest Computershare share price of $26.16.
Aristocrat Leisure Limited (ASX: ALL)
In fourth spot in the portfolio with a weighting of 6.7% is this gaming technology company. Macquarie has an outperform rating and $43.00 price target on its shares, which is meaningfully higher than its current share price of $30.78.
Pilbara Minerals Ltd (ASX: PLS)
Finally, this lithium giant rounds out the top five with a portfolio weighting of 6.7%. Macquarie is very bullish on the miner and has an outperform rating and $7.50 price target. This is double the current Pilbara Minerals share price of $3.68.
