| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 03/24/2025 |
|
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
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$2,361,836,764 | % Position5.00% | $ Change-2.00% | # Change10.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$1,997,254,988 | % Position5.00% | $ Change-2.00% | # Change10.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$2,175,758,411 | % Position5.00% | $ Change-14.00% | # Change7.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$1,388,146,284 | % Position3.00% | $ Change-3.00% | # Change12.00% |
| Stck Ticker11135F101 | Stock NameBROADCOM INC | $ Position$918,843,284 | % Position2.00% | $ Change-21.00% | # Change9.00% |
| Stck Ticker30303M102 | Stock NameMETA PLATFORMS INC | $ Position$866,357,264 | % Position2.00% | $ Change11.00% | # Change13.00% |
| Stck Ticker88160R101 | Stock NameTESLA INC | $ Position$612,953,828 | % Position1.00% | $ Change-27.00% | # Change13.00% |
| Stck Ticker172908105 | Stock NameCINTAS CORP | $ Position$297,823,451 | % Position1.00% | $ Change16.00% | # Change3.00% |
| Stck Ticker459200101 | Stock NameINTERNATIONAL BUSINESS MACHS | $ Position$268,512,766 | % Position1.00% | $ Change0.00% | # Change-12.00% |
| Stck Ticker580135101 | Stock NameMCDONALDS CORP | $ Position$255,639,858 | % Position1.00% | $ Change1.00% | # Change-6.00% |