Winslow Capital Management, LLC
Institutional investor · Portfolio as of Q3 2022
Top Holdings56 positions
Microsoft Corp | 6.2M | $1.4B | 8.5% | $102.28 | +120.36% | 16 qtrssince 2018-Q4 | Decreased 0 |
Visa Inc | 3.9M | $693.9M | 4.1% | $162.78 | +5.82% | 16 qtrssince 2018-Q4 | Increased 71 |
UnitedHealth Group Inc | 1.3M | $680.6M | 4.0% | $367.36 | +30.72% | 16 qtrssince 2018-Q4 | Increased 65 |
Tesla Inc | 2.2M | $591.9M | 3.5% | $293.12 | -9.51% | 5 qtrssince 2021-Q3 | Increased 93 |
Mastercard Inc | 2M | $576.8M | 3.4% | $275.38 | +0.80% | 16 qtrssince 2018-Q4 | Decreased 0 |
Amazon.com Inc | 5.1M | $574.3M | 3.4% | $83.97 | +34.58% | 16 qtrssince 2018-Q4 | Decreased 0 |
Chipotle Mexican Grill Inc | 355,645 | $534.4M | 3.1% | $20.95 | +43.44% | 11 qtrssince 2020-Q1 | Decreased 0 |
Dollar Tree Inc | 3.8M | $515.4M | 3.0% | $157.80 | -13.28% | 3 qtrssince 2022-Q1 | Increased 62 |
Apple Inc | 3.6M | $503.2M | 2.9% | $135.55 | 0.00% | 1 qtr | New 81 |
Union Pacific Corp | 2.6M | $502.8M | 2.9% | $223.91 | -17.59% | 4 qtrssince 2021-Q4 | Increased 56 |
Costco Wholesale Corp | 1M | $474.3M | 2.8% | $492.49 | -8.53% | 3 qtrssince 2022-Q1 | Decreased 0 |
Zoetis Inc | 3M | $444M | 2.6% | $116.87 | +20.72% | 16 qtrssince 2018-Q4 | Decreased 0 |
Intuit Inc | 1.1M | $428.4M | 2.5% | $287.82 | +30.45% | 16 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc | 4.4M | $418.3M | 2.4% | $52.39 | +80.87% | 16 qtrssince 2018-Q4 | Increased 86 |
Deere & Co | 1.2M | $391.9M | 2.3% | $373.04 | -12.59% | 3 qtrssince 2022-Q1 | Increased 60 |
Alphabet Inc | 4M | $380.5M | 2.2% | $51.70 | +84.24% | 16 qtrssince 2018-Q4 | Increased 86 |
Starbucks Corp | 4.4M | $370M | 2.2% | $69.93 | +9.41% | 2 qtrssince 2022-Q2 | Increased 61 |
Schlumberger Ltd | 10.3M | $369.2M | 2.2% | $33.08 | -0.06% | 2 qtrssince 2022-Q2 | Increased 86 |
ASML Holding NV | 878,546 | $364.9M | 2.1% | $476.45 | -15.84% | 10 qtrssince 2020-Q2 | Decreased 0 |
| 1.4M | $364.6M | 2.1% | $192.47 | +34.22% | 16 qtrssince 2018-Q4 | Decreased 0 |
Winslow Capital Management, LLC manages $17.1B across 56 positions as of Q3 2022. Top holdings: MSFT (8.5%), V (4.1%), UNH (4.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Added 1 new position, exited 4, increased 16, trimmed 36. Top move: TSLA (INCREASED, conviction 93). Portfolio: $17.1B across 56 positions.
Top holdings by portfolio weight
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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