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| Happy Holidays!! thanks for using AUM13F!! |
| Winslow Asset Management Inc
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| CRD # | 106337 |
| SEC # | 801-41392 |
| CIK # | 0001286534 |
| AUM | $581.7 M (2025-03-25) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 216-360-4700 |
| Address | 3333 Richmond Rd 180 Beachwood, OH 44122 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 19.1 | ||
| Tetra Tech Inc | 16.1 | ||
| Schwab Charles Corp | 14.6 | ||
| Uber Technologies Inc | 14.2 | ||
| Teradyne Inc | 13.0 | ||
| International Business Machines Corp | 12.6 | ||
| Nordson Corp | 12.4 | ||
| Lululemon Athletica Inc | 11.9 | ||
| Beazer Homes USA Inc | 10.9 | ||
| Moelis & Co | 10.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 128 | 407.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 158.2 |
| (h) Charitable organizations | 5 | 16.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 134 | 581.7 |
| By Discretionary | ||
| Discretionary | 134 | 581.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 134 | 581.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 581.7 | |
| Total | 134 | 581.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001286534] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealth Dimensions Family Office Inc
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|
OH | 0.6 |
|
Buckley Wealth Management LLC
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|
NV | 0.6 |
|
QTR Family Wealth LLC
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FL | 0.6 |
|
Collegiate Capital Management Inc
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NC | 0.6 |
|
BKM Wealth Management LLC
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|
WI | 0.6 |
|
Sandy Cove Advisors LLC
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MA | 0.6 |
|
Family WMS LLC
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|
GA | 0.6 |
|
Family Office Research LLC
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|
MD | 0.6 |
|
Dempsey Lord Smith LLC
✚
|
GA | 0.6 |
|
McDonald Financial Services LLC
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|
AL | 0.6 |