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| 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) |
|---|
| CIK | Period |
|---|---|
| 0001286534 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| J P Morgan Chase & Co | 19.1 | |
| Tetra Tech Inc | 16.1 | |
| Schwab Charles Corp | 14.6 | |
| Uber Technologies Inc | 14.2 | |
| Teradyne Inc | 13.0 | |
| International Business Machines Corp | 12.6 | |
| Nordson Corp | 12.4 | |
| Lululemon Athletica Inc | 11.9 | |
| Beazer Homes USA Inc | 10.9 | |
| Moelis & Co | 10.6 | |
| American Express Co | 10.5 | |
| Eaton Corp Ltd | 10.1 | |
| Gores Holdings II Inc | 9.4 | |
| Coach Inc | 9.4 | |
| Cisco Systems Inc | 9.2 | |
| Boeing Co | 9.1 | |
| Walt Disney Co | 9.1 | |
| EOG Resources Inc | 8.8 | |
| ULTA Salon Cosmetics & Fragrance Inc | 8.3 | |
| Deere & Co | 8.3 | |
| Linde PLC | 8.2 | |
| Cohen & Steers Inc | 7.9 | |
| Steris PLC | 7.7 | |
| Wells Fargo & Co/MN | 7.5 | |
| GATX Corp | 7.5 | |
| Carlyle Group LP | 7.4 | |
| Merck & Co Inc | 6.8 | |
| Simon Property Group Inc /DE/ | 6.5 | |
| Skyworks Solutions Inc | 6.2 | |
| Kaiser Aluminum Corp | 6.1 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($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 |
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QTR Family Wealth LLC
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FL | 0.6 |
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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
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|
GA | 0.6 |
|
McDonald Financial Services LLC
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|
AL | 0.6 |