|
⚲
|
| Winslow Asset Management Inc
✚
| |
|---|---|
| CRD # | 106337 |
| SEC # | 801-41392 |
| CIK # | 0001286534 |
| AUM | $585.5 MM (2024-03-26) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 216-360-4700 |
| Address | 3333 Richmond Rd 180 Beachwood, OH 44122 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 0.0 | |
| LLY | 301,789.7 | 0.0 | |
| PHM | 9,474.2 | 0.0 | |
| TER | 15,256.1 | 0.0 | |
| THC | 5,978.6 | 0.0 | |
| ORCL | 182,760.6 | 0.0 | |
| TTEK | 7,136.7 | 0.0 | |
| LULU | 35,556.2 | 0.0 | |
| JPM | 340,169.2 | 0.0 | |
| NDSN | 11,666.3 | 0.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 140 | 419.0 |
| (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 | 150.8 |
| (h) Charitable organizations | 6 | 15.7 |
| (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 | 140 | 585.5 |
| By Discretionary | ||
| Discretionary | 140 | 585.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 140 | 585.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 585.5 | |
| Total | 140 | 585.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001286534] |
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|---|---|---|
|
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|
FL | 0.6 |
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Arcadia Investment Management Corp
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MI | 0.6 |
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CA | 0.6 |
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NY | 0.6 |
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TX | 0.6 |
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GA | 0.6 |
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Strategic Equity Management Inc
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AZ | 0.6 |