Institutional investor · Portfolio as of Q1 2024
Quarterly Portfolio Change
PRICE T ROWE ASSOCIATES INC /MD/ manages $815.8M across 2952 positions as of Q1 2024. Top holdings: MSFT (7.3%), NVDA (5.1%), AAPL (4.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 118 new positions, 67 exits, 1942 increased. Top move: UNH (INCREASED, conviction 44). Portfolio: $816M across 2952 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