Winslow Capital Management, LLC
Institutional investor · Portfolio as of Q3 2020
Top Holdings55 positions
Amazon.com, Inc. | 643,031 | $2B | 9.0% | $75.87 | +107.51% | 8 qtrssince 2018-Q4 | Decreased 0 |
Microsoft Corp. | 9.2M | $1.9B | 8.6% | $94.43 | +111.81% | 8 qtrssince 2018-Q4 | Decreased 0 |
Apple Inc. | 14.1M | $1.6B | 7.3% | $53.73 | +108.88% | 5 qtrssince 2019-Q3 | Increased 100 |
SALESFORCE COM INC | 4.2M | $1.1B | 4.7% | $135.88 | +79.92% | 8 qtrssince 2018-Q4 | Decreased 0 |
Meta Platforms Inc | 4M | $1B | 4.7% | $169.56 | +52.99% | 8 qtrssince 2018-Q4 | Decreased 0 |
Visa Inc | 4.4M | $887.5M | 4.0% | $124.91 | +53.24% | 8 qtrssince 2018-Q4 | Decreased 0 |
Adobe Inc | 1.7M | $856.4M | 3.8% | $233.37 | +109.68% | 8 qtrssince 2018-Q4 | Decreased 0 |
MasterCard Incorporated | 2M | $687.5M | 3.1% | $180.51 | +81.02% | 8 qtrssince 2018-Q4 | Decreased 0 |
NIKE INC | 5.1M | $646.4M | 2.9% | $72.03 | +63.01% | 8 qtrssince 2018-Q4 | Increased 60 |
NVIDIA Corp. | 1.1M | $596.7M | 2.7% | $5.06 | +165.83% | 5 qtrssince 2019-Q3 | Decreased 0 |
Alphabet Inc. | 404,645 | $594.7M | 2.6% | $51.43 | +41.54% | 8 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc. | 399,322 | $585.2M | 2.6% | $51.93 | +39.79% | 8 qtrssince 2018-Q4 | Decreased 0 |
INTUIT | 1.7M | $560.7M | 2.5% | $195.80 | +59.68% | 8 qtrssince 2018-Q4 | Decreased 0 |
PAYPAL HLDGS INC | 2.8M | $548.4M | 2.4% | $83.86 | +131.40% | 8 qtrssince 2018-Q4 | Decreased 0 |
UnitedHealth Group Inc. | 1.8M | $545.9M | 2.4% | $229.84 | +21.54% | 8 qtrssince 2018-Q4 | Decreased 0 |
Costco Wholesale Corporation | 1.1M | $389.5M | 1.7% | $299.45 | +8.62% | 2 qtrssince 2020-Q2 | Increased 76 |
Zoetis Inc. | 2.3M | $384.7M | 1.7% | $83.21 | +86.85% | 8 qtrssince 2018-Q4 | Decreased 0 |
Moodys Corp. | 1.3M | $376.7M | 1.7% | $130.99 | +110.39% | 8 qtrssince 2018-Q4 | Decreased 0 |
Eli Lilly & Co. | 2.4M | $349.4M | 1.6% | $136.55 | +1.85% | 3 qtrssince 2020-Q1 | Decreased 0 |
IQVIA Holdings Inc. | 2.2M | $346.3M | 1.5% | $141.65 | +9.27% | 2 qtrssince 2020-Q2 | Increased 62 |
Winslow Capital Management, LLC manages $22.4B across 55 positions as of Q3 2020. Top holdings: AMZN (9.0%), MSFT (8.6%), AAPL (7.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 7 new positions, 4 exits, 10 increased. Top move: AAPL (INCREASED, conviction 100). Portfolio: $22.4B across 55 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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