Heather Geiman
@Winslow Capital Management, Llc
Latest period2024 - Q3ReportedManaged Assets$27.83BTotal holdings61
Assets growth rate0.39%Assets growth rate (2-Q avg)2.41%Continuous growth in asset value4 quarters
Portfolio positions
This chart displays the top 10 holdings in Winslow Capital Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 61 positions.
Assets under management
The assets under management (AUM) of Winslow Capital Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 27.83B in assets, with a quarterly growth rate of 0.39% and a 2-quarter average growth rate of 2.41%. The portfolio is managed by Heather Geiman, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
MELIMercadolibre Inc
| 1.53% | $424.042M 206,652 shares@ $2051.97 avg price | New Position |
LRCXLam Research Corp
| 1.46% | $404.341M 495,467 shares@ $816.08 avg price | New Position |
SYKStryker Corp
| 1.38% | $383.019M 1.06M shares@ $361.26 avg price | New Position |
ORCLOracle Corp
| 1.28% | $355.155M 2.084M shares@ $170.4 avg price | New Position |
SBUXStarbucks Corp
| 1.27% | $352.852M 3.619M shares@ $97.5 avg price | New Position |
TSLATesla Inc
| 1.25% | $347.739M 1.329M shares@ $261.64 avg price | New Position |
SHOPShopify Inc Cl A
| 1.12% | $310.051M 3.869M shares@ $80.14 avg price | New Position |
VMCVulcan Materials Co
| 1.07% | $296.141M 1.183M shares@ $250.43 avg price | New Position |
ALNYAlnylam Pharmaceuticals Inc
| 0.96% | $264.471M 961,607 shares@ $275.03 avg price | New Position |
APHAmphenol Corp
| 0.95% | $264.178M 4.054M shares@ $65.17 avg price | New Position |