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| Winslow Asset Management Inc
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|---|---|
| CRD # | 106337 |
| SEC # | 801-41392 |
| CIK # | 0001286534 |
| AUM | 626.7 M (2026-03-30) |
| Employees | 6 (67% 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) | |
|---|---|---|---|
| Uber Technologies Inc | 10.6 | ||
| International Business Machines Corp | 10.5 | ||
| EOG Resources Inc | 10.5 | ||
| Merck & Co Inc | 10.0 | ||
| Cisco Systems Inc | 10.0 | ||
| Eaton Corp Ltd | 9.9 | ||
| American Express Co | 9.6 | ||
| Moelis & Co | 9.4 | ||
| Beazer Homes USA Inc | 9.3 | ||
| ULTA Salon Cosmetics & Fragrance Inc | 9.0 | ||
| 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) | 124 | 428.1 |
| (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 | 182.2 |
| (h) Charitable organizations | 5 | 16.4 |
| (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 | 130 | 626.7 |
| By Discretionary | ||
| Discretionary | 130 | 626.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 130 | 626.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 626.7 | |
| Total | 130 | 626.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001286534] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.6B |
| Clients | 130 |
| Serves | Institutional, Retail |
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|---|---|---|
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