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Winslow Capital Management, LLC
Justin H. Kelly · Asset Manager · Growth
Winslow Capital Management, LLC is a Minneapolis-based investment firm founded in 1992 by Clark Winslow. Currently operating as an independent affiliate of Nuveen, a TIAA company, the firm specializes in growth equity solutions for institutional and high-net-worth investors. Winslow Capital is primarily recognized for its flagship U.S. Large Cap Growth strategy, though it also manages international equity and private growth capital platforms. The firm’s investment approach is rooted in bottom-up, fundamental research aimed at identifying companies with above-average earnings growth and sustainable competitive advantages. With a focus on long-term capital appreciation and risk management, Winslow Capital utilizes a disciplined process to navigate evolving market dynamics. Over its history, the firm has grown from a niche manager into a global thought leader in the growth equity space, managing tens of billions in assets while maintaining a client-centered culture and a commitment to repeatable, time-tested investment outcomes.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +13.3% |
| YTD return | +10.9% |
| Sharpe ratio | 1.02 |
| Win rate | 48% |
| AUM | $20.2B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $20.2B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.winslowcapital.com/ |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 17.0% | +16.2% |
| GOOGL | Alphabet Inc Class A | 15.1% | +22.8% |
| AVGO | Broadcom Inc | 8.4% | -0.8% |
| AAPL | Apple Inc | 7.8% | +25.3% |
| MSFT | Microsoft Corporation | 5.8% | -3.8% |
| AMZN | Amazon.com Inc | 5.6% | +13.7% |
| LLY | Eli Lilly and Company | 4.0% | +31.2% |
| META | Meta Platforms Inc. | 3.8% | -4.5% |
| HLT | Hilton Worldwide Holdings Inc | 3.5% | -6.6% |
| ANET | Arista Networks | 3.4% | +5.7% |
| AMD | Advanced Micro Devices Inc | 3.4% | +179.4% |
| ASML | ASML Holding NV ADR | 3.0% | +2.3% |
| GE | GE Aerospace | 2.9% | -3.4% |
| V | Visa Inc. Class A | 2.8% | +9.5% |
| LITE | Lumentum Holdings Inc | 2.7% | +7.4% |
| MU | Micron Technology Inc | 2.5% | +6.7% |
| STX | Seagate Technology PLC | 2.1% | +1.0% |
| MA | Mastercard Inc | 2.1% | -2.7% |
| JCI | Johnson Controls International PLC | 2.0% | +0.2% |
| TSLA | Tesla Inc | 2.0% | +4.5% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | SELL | AVGO | 8.8% → 8.4% |
| Aug 31, 2026 | BUY | AAPL | 7.2% → 7.8% |
| Aug 31, 2026 | BUY | LLY | 4.0% → 4.0% |
| Aug 31, 2026 | BUY | MSFT | 5.5% → 5.8% |
| Aug 31, 2026 | SELL | ANET | 3.4% → 3.4% |
Investment Style Analysis
Winslow Capital Management, LLC is widely recognized for employing a Growth strategy. As of Sep 18, 2026, the firm oversees approximately $20.2B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Winslow Capital Management, LLC made a significant move by reducing the position in AVGO. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Winslow Capital’s investment philosophy is founded on the belief that investing in companies with above-average earnings growth provides the most effective path to achieving superior long-term portfolio returns. The firm employs a bottom-up, fundamental research process to identify high-quality businesses across three growth categories: long-term sustainable growth, cyclical growth, and rapid growth in emerging industries. Valuation is a critical component of their selection process, ensuring that growth is purchased at a reasonable price relative to estimated earnings or cash flow. The investment team conducts extensive primary research, including direct discussions with company management, to assess competitive advantages and execution capabilities. Risk management is integrated through active position sizing and a focus on diversification across economic sectors and growth rates, typically maintaining a concentrated yet balanced portfolio of 55 to 65 stocks.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Winslow Capital Management, LLC.
Similar Investment Style
Based on Growth.
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Frequently asked questions
How is the simulated portfolio for Winslow Capital Management, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Winslow Capital Management, LLC's largest holding?
As of the latest filing, Winslow Capital Management, LLC's top position is NVIDIA Corporation (NVDA), representing 17.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Winslow Capital Management, LLC's historical performance and risk profile?
Our simulation indicates a total return of +13.3% with a win rate of 48%. Notably, the portfolio maintains a Sharpe Ratio of 1.02, suggesting an strong level of risk-adjusted returns compared to the broader market.
What sectors does Winslow Capital Management, LLC primarily invest in?
Winslow Capital Management, LLC has a strong preference for the Semiconductors sector, which makes up 31.3% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Winslow Capital Management, LLC's portfolio concentrated or diversified?
Winslow Capital Management, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 40.5% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Winslow Capital Management, LLC performed in 2026?
Our AI-simulated model portfolio for Winslow Capital Management, LLC tracks a Year-to-Date (YTD) return of +10.9%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Justin H. Kelly manage Winslow Capital Management, LLC directly?
Yes, Justin H. Kelly serves as the key portfolio manager for Winslow Capital Management, LLC, overseeing the investment strategy and final capital allocation decisions.