Winslow Capital Management, LLC
Institutional investor · Portfolio as of Q4 2019
Top Holdings54 positions
Microsoft Corp. | 9.5M | $1.5B | 7.8% | $94.43 | +57.56% | 5 qtrssince 2018-Q4 | Decreased 0 |
Amazon.com, Inc. | 656,476 | $1.2B | 6.3% | $75.87 | +21.78% | 5 qtrssince 2018-Q4 | Decreased 0 |
Apple Inc. | 3.7M | $1.1B | 5.6% | $53.73 | +31.50% | 2 qtrssince 2019-Q3 | Decreased 0 |
Visa Inc | 4.9M | $912.2M | 4.7% | $124.91 | +43.33% | 5 qtrssince 2018-Q4 | Decreased 0 |
Meta Platforms Inc | 4.4M | $895.2M | 4.7% | $169.56 | +19.90% | 5 qtrssince 2018-Q4 | Decreased 0 |
SALESFORCE COM INC | 4.6M | $742.1M | 3.9% | $135.88 | +18.11% | 5 qtrssince 2018-Q4 | Decreased 0 |
MasterCard Incorporated | 2.2M | $664.4M | 3.5% | $180.51 | +59.16% | 5 qtrssince 2018-Q4 | Decreased 0 |
Adobe Inc | 1.9M | $627.3M | 3.3% | $233.37 | +40.69% | 5 qtrssince 2018-Q4 | Increased 58 |
Alphabet Inc. | 411,824 | $550.6M | 2.9% | $51.29 | +29.10% | 5 qtrssince 2018-Q4 | Decreased 0 |
NIKE INC | 5.4M | $543.9M | 2.8% | $67.06 | +38.65% | 5 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc. | 406,003 | $543.8M | 2.8% | $51.76 | +28.18% | 5 qtrssince 2018-Q4 | Decreased 0 |
Lowes Companies, Inc. | 3.9M | $472.7M | 2.5% | $80.97 | +30.52% | 5 qtrssince 2018-Q4 | Decreased 0 |
UnitedHealth Group Inc. | 1.6M | $465.7M | 2.4% | $230.20 | +15.75% | 5 qtrssince 2018-Q4 | Increased 67 |
INTUIT | 1.7M | $450.3M | 2.3% | $194.12 | +28.57% | 5 qtrssince 2018-Q4 | Increased 61 |
FISERV INC | 3.6M | $416.2M | 2.2% | $80.08 | +44.20% | 5 qtrssince 2018-Q4 | Increased 54 |
ALIBABA GROUP HLDG LTD | 1.9M | $393.2M | 2.0% | $175.34 | +15.32% | 5 qtrssince 2018-Q4 | Increased 71 |
PAYPAL HLDGS INC | 3.6M | $387.1M | 2.0% | $83.07 | +29.67% | 5 qtrssince 2018-Q4 | Decreased 0 |
Amgen Inc. | 1.5M | $367.4M | 1.9% | $198.37 | 0.00% | 1 qtr | New 71 |
V F CORP | 3.6M | $357.5M | 1.9% | $74.05 | -79.74% | 3 qtrssince 2019-Q2 | Increased 63 |
Moodys Corp. | 1.5M | $349M | 1.8% | $130.99 | +71.26% | 5 qtrssince 2018-Q4 | Decreased 0 |
Winslow Capital Management, LLC manages $19.3B across 54 positions as of Q4 2019. Top holdings: MSFT (7.8%), AMZN (6.3%), AAPL (5.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 4 new positions, 6 exits, 13 increased. Top move: BABA (INCREASED, conviction 71). Portfolio: $19.3B across 54 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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