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| Winslow Capital Management LLC
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|
|---|---|
| CRD # | 106940 |
| SEC # | 801-41316 |
| CIK # | 0000900973 |
| AUM | $17.4 BB (2023-03-24) |
| Employees | 39 (46% Investors, 0% Brokers) |
| Phone | 612-376-9100 |
| Address | 4400 Ids Center Minneapolis, MN 55402 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 1.5 | |
| AAPL | 2,382.8 | 1.3 | |
| NVDA | 399.6 | 1.0 | |
| UNH | 477.0 | 0.8 | |
| NOW | 94.9 | 0.7 | |
| CMG | 36.0 | 0.6 | |
| INTU | 109.0 | 0.6 | |
| ADI | 77.2 | 0.6 | |
| ISRG | 72.5 | 0.6 | |
| MA | 309.6 | 0.6 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| VC | Winslow Growth Capital Fund II LP | [2020-03-25] | 0.0 | 211.3 |
| VC | Growth Capital Fund I LP | [2016-03-24] | 200.0 | 97.8 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,058 | 0.3 |
| (b) Individuals (high net worth individuals) | 74 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 7 | 12.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 2.5 |
| (g) Pension and profit sharing plans | 16 | 0.5 |
| (h) Charitable organizations | 39 | 0.4 |
| (i) State or municipal government entities | 13 | 0.5 |
| (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 | 66 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,278 | 17.4 |
| By Discretionary | ||
| Discretionary | 1,278 | 17.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,278 | 17.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 17.2 | |
| Total | 1,278 | 17.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Winslow Capital Management LLC | 4 | ||
| Justin Kelly | 4 | ||
| Winslow Growth Capital GP II LLC | 2 | ||
| Kelly Flynn | 2 | ||
| Growth Capital GP I LLC | 1 | ||
| Pat Burton | 1 | ||
| Mike Palmer | 1 | ||
| Stephanie Simon | 1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000900973] | |
| D | [0000900973] | |
| SC 13G | [0000900973] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Palmer Square Capital Management LLC
✚
|
KS | 20.8 |
|
Wellington Management Japan PTE Ltd
✚
|
19.0 | |
|
Rothschild and Co Wealth Management UK Limited
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|
18.5 | |
|
Fred Alger Management LLC
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NY | 17.7 |
|
1919 Investment Counsel LLC
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MD | 17.4 |
|
Longfellow Investment Management Co LLC
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MA | 16.8 |
|
Fuller & Thaler Asset Management Inc
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CA | 16.4 |
|
Wealthspire Advisors LLC
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NY | 16.3 |
|
Carillon Tower Advisers Inc
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FL | 15.4 |
|
Yacktman Asset Management LP
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TX | 15.2 |