Institutional investor · Portfolio as of Q1 2021
Quarterly Portfolio Change
US BANCORP \DE\ manages $49.4B across 3882 positions as of Q1 2021. Top holdings: SPY (4.3%), IVV (3.7%), AAPL (3.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4.5/5.0.
Active quarter - 268 new positions, 146 exits, 1311 increased. Top move: IWR (INCREASED, conviction 64). Portfolio: $49.4B across 3882 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile