Winslow Capital Management, LLC
Institutional investor · Portfolio as of Q2 2020
Top Holdings52 positions
MICROSOFT CORP | 9.3M | $1.9B | 9.2% | $94.43 | +104.45% | 7 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 648,823 | $1.8B | 8.7% | $75.87 | +81.82% | 7 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 3.6M | $1.3B | 6.3% | $53.73 | +64.20% | 4 qtrssince 2019-Q3 | Decreased 0 |
FACEBOOK INC | 4.1M | $941.5M | 4.6% | $169.56 | +32.64% | 7 qtrssince 2018-Q4 | Decreased 0 |
VISA INC | 4.6M | $888.9M | 4.3% | $124.91 | +47.81% | 7 qtrssince 2018-Q4 | Decreased 0 |
SALESFORCE COM INC | 4.4M | $816.5M | 4.0% | $135.88 | +33.30% | 7 qtrssince 2018-Q4 | Decreased 0 |
ADOBE SYSTEMS INCORPORATED | 1.8M | $787.9M | 3.8% | $233.37 | +81.77% | 7 qtrssince 2018-Q4 | Decreased 0 |
PAYPAL HLDGS INC | 3.8M | $657.5M | 3.2% | $83.86 | +100.29% | 7 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INCORPORATED | 2.1M | $623.5M | 3.0% | $180.51 | +58.07% | 7 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 2.1M | $620.1M | 3.0% | $229.84 | +15.31% | 7 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 406,040 | $574M | 2.8% | $51.43 | +36.15% | 7 qtrssince 2018-Q4 | Increased 54 |
ALPHABET INC | 400,871 | $568.5M | 2.8% | $51.93 | +35.25% | 7 qtrssince 2018-Q4 | Increased 54 |
INTUIT | 1.8M | $527.3M | 2.6% | $195.80 | +44.73% | 7 qtrssince 2018-Q4 | Increased 54 |
NVIDIA CORPORATION | 1.2M | $474.4M | 2.3% | $5.06 | +86.54% | 4 qtrssince 2019-Q3 | Decreased 0 |
NIKE INC | 4.6M | $455.1M | 2.2% | $67.06 | +32.57% | 7 qtrssince 2018-Q4 | Decreased 0 |
LILLY ELI & CO | 2.4M | $401.1M | 2.0% | $136.55 | +12.42% | 2 qtrssince 2020-Q1 | Increased 66 |
HOME DEPOT INC | 1.5M | $379.4M | 1.8% | $191.48 | +51.84% | 2 qtrssince 2020-Q1 | Increased 76 |
MOODYS CORP | 1.3M | $370.1M | 1.8% | $130.99 | +99.02% | 7 qtrssince 2018-Q4 | Decreased 0 |
ZOETIS INC | 2.4M | $331.2M | 1.6% | $83.21 | +54.62% | 7 qtrssince 2018-Q4 | Decreased 0 |
AMERICAN TOWER CORP NEW | 1.3M | $328.8M | 1.6% | $196.06 | +10.62% | 2 qtrssince 2020-Q1 | Increased 50 |
Winslow Capital Management, LLC manages $20.5B across 52 positions as of Q2 2020. Top holdings: MSFT (9.2%), AMZN (8.7%), AAPL (6.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 9 new positions, 10 exits, 14 increased. Top move: HD (INCREASED, conviction 76). Portfolio: $20.5B across 52 positions.
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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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