STATE STREET CORP
Institutional investor · Portfolio as of Q4 2023
Top Holdings4,434 positions
Apple Inc | 586.1M | $112.8B | 5.5% | $60.24 | +215.75% | 18 qtrssince 2019-Q3 | Increased 64 |
Microsoft Corp. | 297.6M | $111.9B | 5.4% | $145.61 | +152.86% | 18 qtrssince 2019-Q3 | Increased 64 |
Amazon.com Inc | 344.7M | $52.4B | 2.5% | $95.02 | +59.90% | 18 qtrssince 2019-Q3 | Increased 57 |
Nvidia Corp | 91.7M | $45.4B | 2.2% | $6.31 | +682.51% | 18 qtrssince 2019-Q3 | Increased 57 |
Meta Platforms Inc | 89.1M | $31.5B | 1.5% | $188.80 | +85.70% | 18 qtrssince 2019-Q3 | Increased 52 |
Alphabet Inc | 222.8M | $31.1B | 1.5% | $65.81 | +110.26% | 18 qtrssince 2019-Q3 | Increased 53 |
Tesla Inc | 108.9M | $27.1B | 1.3% | $151.25 | +64.28% | 18 qtrssince 2019-Q3 | Increased 52 |
Alphabet Inc CL C | 190.4M | $26.8B | 1.3% | $63.64 | +119.38% | 18 qtrssince 2019-Q3 | Increased 52 |
BERKSHIRE HATHAWAY INC DEL | 69.3M | $24.7B | 1.2% | $218.74 | +63.05% | 18 qtrssince 2019-Q3 | Increased 52 |
UnitedHealth Group Inc | 45.5M | $24B | 1.2% | $220.28 | +125.21% | 18 qtrssince 2019-Q3 | Increased 51 |
EXXON MOBIL CORP | 215.4M | $21.5B | 1.0% | $51.17 | +78.68% | 18 qtrssince 2019-Q3 | Increased 52 |
JPMorgan Chase & Co | 125.2M | $21.3B | 1.0% | $101.70 | +56.95% | 18 qtrssince 2019-Q3 | Increased 52 |
Johnson & Johnson | 132.9M | $20.8B | 1.0% | $109.39 | +32.63% | 18 qtrssince 2019-Q3 | Increased 51 |
Broadcom Inc | 18.5M | $20.6B | 1.0% | $36.59 | +196.69% | 18 qtrssince 2019-Q3 | Increased 56 |
Eli Lilly & Co | 33.8M | $19.7B | 1.0% | $122.65 | +366.46% | 18 qtrssince 2019-Q3 | Increased 45 |
Visa Inc | 73.4M | $19.1B | 0.9% | $170.32 | +49.73% | 18 qtrssince 2019-Q3 | Increased 46 |
Chevron Corp | 124.5M | $18.6B | 0.9% | $86.51 | +53.69% | 18 qtrssince 2019-Q3 | Increased 45 |
LOCKHEED MARTIN CORP | 37M | $16.8B | 0.8% | $324.03 | +30.05% | 18 qtrssince 2019-Q3 | Decreased 0 |
Procter & Gamble Co/The | 103.1M | $15.1B | 0.7% | $105.89 | +28.69% | 18 qtrssince 2019-Q3 | Increased 46 |
Home Depot Inc/The | 43.3M | $15B | 0.7% | $203.44 | +58.78% | 18 qtrssince 2019-Q3 | Increased 46 |
STATE STREET CORP manages $2.1T across 4434 positions as of Q4 2023. Top holdings: AAPL (5.5%), MSFT (5.4%), AMZN (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 91 new positions, 210 exits, 2779 increased. Top move: AAPL (INCREASED, conviction 64). Portfolio: $2.1T across 4434 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR