Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
As of Date | 05/20/2024 |
Adviser Type
- Large advisory firm - An investment adviser (or subadviser) to an investment company |
|
Number of Employees | 101 3.06% |
of those in investment advisory functions | 35 -2.78% |
Registration | SEC, Approved, 04/14/2005 |
AUM* | 65,095,381,946 22.24% |
of that, discretionary | 65,095,381,946 22.24% |
Private Fund GAV* | 0 |
Avg Account Size | 516,630,015 17.39% |
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$1,849,204,034 | % Position5.00% | $ Change19.00% | # Change8.00% |
Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$1,926,583,543 | % Position5.00% | $ Change-2.00% | # Change0.00% |
Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$1,692,671,541 | % Position4.00% | $ Change-2.00% | # Change1.00% |
Stck Ticker30303M102 | Stock NameMETA PLATFORMS INC | $ Position$885,624,788 | % Position2.00% | $ Change20.00% | # Change5.00% |
Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$980,668,766 | % Position2.00% | $ Change1.00% | # Change5.00% |
Stck Ticker11135F101 | Stock NameBROADCOM INC | $ Position$991,720,098 | % Position2.00% | $ Change15.00% | # Change966.00% |
Stck Ticker031162100 | Stock NameAMGEN INC | $ Position$222,644,853 | % Position1.00% | $ Change8.00% | # Change4.00% |
Stck Ticker12541W209 | Stock NameC H ROBINSON WORLDWIDE INC | $ Position$217,943,555 | % Position1.00% | $ Change-2.00% | # Change-22.00% |
Stck Ticker14149Y108 | Stock NameCARDINAL HEALTH INC | $ Position$207,085,966 | % Position1.00% | $ Change20.00% | # Change7.00% |
Stck Ticker053015103 | Stock NameAUTOMATIC DATA PROCESSING IN | $ Position$318,198,544 | % Position1.00% | $ Change19.00% | # Change2.00% |