Institutional investor · Portfolio as of Q1 2023
PRICE T ROWE ASSOCIATES INC /MD/ manages $668M across 2917 positions as of Q1 2023. Top holdings: MSFT (7.2%), AAPL (5.8%), AMZN (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 75 new positions, 108 exits, 1709 increased. Top move: AAPL (INCREASED, conviction 58). Portfolio: $668M across 2917 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