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Adviser Profile

AUM* 117,058,569,794 28%
of that, discretionary 117,056,610,223 33%
Number of Employees 3,585 1%
of those in investment advisory functions 3 -50%
Private Fund GAV* 0
Avg Account Size 4,136,930 -38%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm
- Outside the United States

Client Types

- Individuals (other than high net worth individuals)
- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

88B 75B 63B 50B 38B 25B 13B
2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker233051879 Stock NameDBX ETF TR $ Position$51,405,019 % Position6.00% $ Change-1.00% # Change-12.00%
Stck Ticker192446102 Stock NameCOGNIZANT TECHNOLOGY SOLUTIO $ Position$40,519,287 % Position4.00% $ Change-28.00% # Change14.00%
Stck Ticker023135106 Stock NameAMAZON COM INC $ Position$27,084,481 % Position3.00% $ Change14.00% # Change0.00%
Stck Ticker037833100 Stock NameAPPLE INC $ Position$25,458,182 % Position3.00% $ Change14.00% # Change0.00%
Stck Ticker594918104 Stock NameMICROSOFT CORP $ Position$25,139,683 % Position3.00% $ Change1.00% # Change0.00%
Stck Ticker67066G104 Stock NameNVIDIA CORPORATION $ Position$29,966,479 % Position3.00% $ Change18.00% # Change3.00%
Stck Ticker595112103 Stock NameMICRON TECHNOLOGY INC $ Position$21,526,354 % Position2.00% $ Change242.00% # Change0.00%
Stck Ticker038222105 Stock NameAPPLIED MATLS INC $ Position$15,038,400 % Position2.00% $ Change54.00% # Change-27.00%
Stck Ticker00724F101 Stock NameADOBE INC $ Position$17,328,290 % Position2.00% $ Change-16.00% # Change0.00%
Stck Ticker007903107 Stock NameADVANCED MICRO DEVICES INC $ Position$15,664,238 % Position2.00% $ Change185.00% # Change0.00%