Institutional investor · Portfolio as of Q4 2023
Quarterly Portfolio Change
PRICE T ROWE ASSOCIATES INC /MD/ manages $743.8M across 2901 positions as of Q4 2023. Top holdings: MSFT (7.3%), AAPL (5.5%), AMZN (3.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 100 new positions, 77 exits, 1832 increased. No standout high-conviction moves this quarter. Portfolio: $744M across 2901 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