| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 08/28/2025 |
|
Adviser Type
- Large advisory firm - An investment adviser (or subadviser) to an investment company |
|
| Number of Employees | 104 6.12% |
| of those in investment advisory functions | 35 -2.78% |
| Registration | SEC, Approved, 04/14/2005 |
| AUM* | 74,000,000,000 38.96% |
| of that, discretionary | 74,000,000,000 38.96% |
| Private Fund GAV* | 0 |
| Avg Account Size | 564,885,496 28.36% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 240 xxxxxxx |
| Websites |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds
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|---|---|---|---|---|---|
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| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$2,301,942,156 | % Position5.00% | $ Change-3.00% | # Change6.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$1,697,494,584 | % Position3.00% | $ Change22.00% | # Change6.00% |
| Stck Ticker11135F101 | Stock NameBROADCOM INC | $ Position$1,593,800,857 | % Position3.00% | $ Change73.00% | # Change5.00% |
| Stck Ticker30303M102 | Stock NameMETA PLATFORMS INC | $ Position$1,167,410,382 | % Position2.00% | $ Change35.00% | # Change5.00% |
| Stck Ticker64110L106 | Stock NameNETFLIX INC | $ Position$875,562,029 | % Position2.00% | $ Change50.00% | # Change5.00% |
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| Stck Ticker461202103 | Stock NameINTUIT | $ Position$354,487,059 | % Position1.00% | $ Change33.00% | # Change4.00% |
| Stck Ticker882508104 | Stock NameTEXAS INSTRS INC | $ Position$327,449,544 | % Position1.00% | $ Change21.00% | # Change5.00% |