Winslow Capital Management, LLC
Institutional investor · Portfolio as of Q2 2021
Top Holdings63 positions
Microsoft Corp | 8.4M | $2.3B | 8.9% | $94.43 | +174.79% | 11 qtrssince 2018-Q4 | Decreased 0 |
Amazon.com Inc | 602,548 | $2.1B | 8.0% | $75.87 | +126.72% | 11 qtrssince 2018-Q4 | Decreased 0 |
Visa Inc | 4.8M | $1.1B | 4.3% | $133.11 | +68.90% | 11 qtrssince 2018-Q4 | Decreased 0 |
Apple Inc | 7.7M | $1.1B | 4.1% | $53.73 | +148.25% | 8 qtrssince 2019-Q3 | Decreased 0 |
Facebook Inc | 2.7M | $955.1M | 3.7% | $198.81 | +73.24% | 11 qtrssince 2018-Q4 | Increased 69 |
Alphabet Inc | 375,612 | $941.4M | 3.7% | $51.70 | +140.13% | 11 qtrssince 2018-Q4 | Decreased 0 |
Adobe Systems Inc | 1.6M | $918.8M | 3.6% | $235.20 | +151.17% | 11 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc | 372,706 | $910.1M | 3.5% | $52.39 | +130.86% | 11 qtrssince 2018-Q4 | Decreased 0 |
NIKE Inc | 5.5M | $854.3M | 3.3% | $80.66 | +80.77% | 11 qtrssince 2018-Q4 | Increased 66 |
Mastercard Inc | 2.2M | $809.5M | 3.1% | $203.88 | +73.65% | 11 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA Corp | 994,916 | $796M | 3.1% | $6.16 | +223.38% | 8 qtrssince 2019-Q3 | Decreased 0 |
PayPal Holdings Inc | 2.4M | $686.3M | 2.7% | $95.84 | +204.76% | 11 qtrssince 2018-Q4 | Decreased 0 |
ASML Holding NV | 653,867 | $451.7M | 1.8% | $398.55 | +65.38% | 5 qtrssince 2020-Q2 | Decreased 0 |
Zoetis Inc | 2.4M | $450.2M | 1.7% | $89.24 | +97.16% | 11 qtrssince 2018-Q4 | Decreased 0 |
Intuit Inc | 914,697 | $448.4M | 1.7% | $195.80 | +141.09% | 11 qtrssince 2018-Q4 | Decreased 0 |
Lowe's Cos Inc | 2.2M | $418.4M | 1.6% | $175.34 | 0.00% | 1 qtr | New 71 |
| 1.4M | $414M | 1.6% | $178.51 | +53.00% | 11 qtrssince 2018-Q4 | Increased 64 | |
United Parcel Service Inc | 2M | $412M | 1.6% | $170.77 | -44.62% | 1 qtr | New 71 |
ServiceNow Inc | 744,939 | $409.4M | 1.6% | $107.91 | +1.85% | 5 qtrssince 2020-Q2 | Decreased 0 |
Agilent Technologies Inc | 2.7M | $396.6M | 1.5% | $113.17 | +27.27% | 11 qtrssince 2018-Q4 | Decreased 0 |
Winslow Capital Management, LLC manages $25.8B across 63 positions as of Q2 2021. Top holdings: MSFT (8.9%), AMZN (8.0%), V (4.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 10 new positions, 10 exits, 15 increased. Top move: LOW (NEW, conviction 71). Portfolio: $25.8B across 63 positions.
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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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