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Winslow Capital Management

Winslow Capital Management Portfolio holdings

AUM $29.1B
1-Year Est. Return 43.86%
This Fund
S&P 500
This Quarter Est. Return
+26.52%
1 Year Est. Return
+43.86%
3 Year Est. Return
+193.59%
5 Year Est. Return
+274.37%
10 Year Est. Return
+1,569.13%
AUM
$29.9B
AUM Growth
+$4.87B
Cap. Flow
-$590M
Cap. Flow %
-1.97%
Top 10 Hldgs %
53.09%
Holding
73
New
8
Increased
21
Reduced
32
Closed
10

Top Buys

Rank Stock Value
1
INTU icon
Intuit
INTU
+$672M
2
SNOW icon
Snowflake
SNOW
+$586M
3
VRT icon
Vertiv
VRT
+$348M
4
ETN icon
Eaton
ETN
+$252M
5
ONON icon
On Holding
ONON
+$243M

Top Sells

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$601M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$511M
3
ORLY icon
O'Reilly Automotive
ORLY
+$328M
4
FISV
Fiserv Inc
FISV
+$311M
5
KKR icon
KKR & Co
KKR
+$294M

Sector Composition

Rank Sector Weight
1 Technology 46.91%
2 Consumer Discretionary 15.65%
3 Communication Services 10.74%
4 Healthcare 9.07%
5 Financials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALNY icon
26
Alnylam Pharmaceuticals
ALNY
$32B
$384M 1.28%
1,177,439
-9,739
-0.8% -$2.69M
TT icon
27
Trane Technologies
TT
$102B
$382M 1.28%
873,660
-4,537
-0.5% -$1.79M
SYK icon
28
Stryker
SYK
$126B
$382M 1.27%
964,432
-11,858
-1% -$4.44M
TXN icon
29
Texas Instruments
TXN
$239B
$343M 1.14%
1,650,199
+174,103
+12% +$30.9M
WDAY icon
30
Workday
WDAY
$47.1B
$341M 1.14%
1,419,900
-53,007
-4% -$12.9M
ECL icon
31
Ecolab
ECL
$81.5B
$324M 1.08%
1,202,208
+217,856
+22% +$55.4M
HWM icon
32
Howmet Aerospace
HWM
$107B
$319M 1.06%
1,712,629
-1,052,905
-38% -$162M
CTAS icon
33
Cintas
CTAS
$82.3B
$313M 1.04%
1,403,342
-520,648
-27% -$112M
AXON
34
Axon Enterprise
AXON
$49.4B
$311M 1.04%
375,580
+113,326
+43% +$77.1M
GE icon
35
GE Aerospace
GE
$368B
$306M 1.02%
1,189,213
-1,130,958
-49% -$248M
SHOP icon
36
Shopify
SHOP
$193B
$298M 1%
2,587,012
-3,587
-0.1% -$359K
ETN icon
37
Eaton
ETN
$163B
$292M 0.98%
817,926
+817,274
+125,349% +$252M
DHR icon
38
Danaher
DHR
$151B
$289M 0.96%
1,461,785
+2,775
+0.2% +$538K
AJG icon
39
Arthur J. Gallagher & Co
AJG
$67.9B
$265M 0.89%
828,466
+4,844
+0.6% +$1.6M
ONON icon
40
On Holding
ONON
$9.77B
$248M 0.83%
+4,766,825
New +$243M
PLTR icon
41
Palantir
PLTR
$427B
$247M 0.83%
1,815,032
+2,305
+0.1% +$270K
ARES icon
42
Ares Management
ARES
$32B
$162M 0.54%
+934,030
New +$148M
KLAC icon
43
KLA
KLAC
$240B
$95.2M 0.32%
+1,063,000
New +$80M
COMP icon
44
Compass
COMP
$8.74B
$43.5M 0.15%
6,934,620
– –
SAIL
45
SailPoint Inc
SAIL
$10.3B
$18.3M 0.06%
800,580
-923,000
-54% -$17.4M
FIX icon
46
Comfort Systems
FIX
$56.9B
$15.6M 0.05%
+29,070
New +$12.7M
ADP icon
47
Automatic Data Processing
ADP
$112B
$14.2M 0.05%
+46,200
New +$14.2M
ODD icon
48
ODDITY Tech
ODD
$670M
$13.6M 0.05%
179,907
-380,651
-68% -$23.2M
IWF icon
49
iShares Russell 1000 Growth ETF
IWF
$125B
$10.9M 0.04%
102,668
-194,668
-65% -$18.6M
EB
50
DELISTED
Eventbrite
EB
$6.23M 0.02%
2,369,578
– –
1
2
3

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Winslow Capital Management's Q2 2025 Portfolio in Review

As of Q2 2025, Winslow Capital Management held 73 positions worth $29.9B, up 19% from $25.1B the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Winslow Capital Management's Q2 2025 filing shows 8 new, 21 increased, 32 reduced and 10 closed positions. Its largest new stake was Intuit: 993,711 shares worth $783M. The largest sale was Alphabet (Google) Class A, an estimated $601M.

By sector, the portfolio is most concentrated in Technology at 47% of assets, up from 41% a quarter earlier, followed by Consumer Discretionary and Communication Services.

  • Winslow Capital Management's largest Q2 2025 buy was Intuit: 993,711 shares worth $783M.
  • Winslow Capital Management added most to Eaton in Q2 2025, an estimated $252M increase.
  • Winslow Capital Management's biggest Q2 2025 reduction was Alphabet (Google) Class A, cutting an estimated $601M.
  • Winslow Capital Management fully exited Fiserv Inc in Q2 2025, selling an estimated $311M.
  • Winslow Capital Management's ten largest holdings make up 53% of its $29.9B portfolio in Q2 2025.
  • Winslow Capital Management opened 8 new positions and closed 10 in Q2 2025.
  • Winslow Capital Management's portfolio value rose 19% quarter-over-quarter to $29.9B.

Based on Winslow Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.