Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
As of Date | 03/28/2025 |
Adviser Type
- Large advisory firm - Outside the United States - An investment adviser (or subadviser) to an investment company |
|
Number of Employees | 273 -12.78% |
of those in investment advisory functions | 71 -29.00% |
Registration | SEC, Approved, 09/07/2017 |
AUM* | 43,374,626,309 5107.43% |
of that, discretionary | 41,290,676,791 4857.23% |
Private Fund GAV* | 0 |
Avg Account Size | 1,239,275,037 197.57% |
SMA’s | No |
Private Funds | 0 |
Contact Info | 00 xxxxxxx |
Websites |
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Insurance companies
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
No private funds
Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
---|---|---|---|---|---|
Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$695,033 | % Position9.00% | $ Change33.00% | # Change0.00% |
Stck Ticker67066G104 | Stock NameNVIDIA CORP | $ Position$545,230 | % Position7.00% | $ Change46.00% | # Change1.00% |
Stck Ticker11135F101 | Stock NameBROADCOM INC | $ Position$390,274 | % Position5.00% | $ Change61.00% | # Change-2.00% |
Stck Ticker023135106 | Stock NameAMAZON.COM INC | $ Position$325,146 | % Position4.00% | $ Change10.00% | # Change-4.00% |
Stck Ticker30303M102 | Stock NameMETA PLATFORMS INC | $ Position$333,153 | % Position4.00% | $ Change36.00% | # Change6.00% |
Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$349,717 | % Position4.00% | $ Change-15.00% | # Change-8.00% |
Stck Ticker46625H100 | Stock NameJPMORGAN CHASE CO. | $ Position$197,874 | % Position3.00% | $ Change22.00% | # Change3.00% |
Stck Ticker882508104 | Stock NameTEXAS INSTRUMENTS INC | $ Position$134,780 | % Position2.00% | $ Change28.00% | # Change11.00% |
Stck Ticker053015103 | Stock NameAUTOMATIC DATA PROCESSING INC | $ Position$118,951 | % Position2.00% | $ Change43.00% | # Change41.00% |
Stck Ticker02079K107 | Stock NameALPHABET INC | $ Position$144,709 | % Position2.00% | $ Change-9.00% | # Change-20.00% |