Institutional investor · Portfolio as of Q3 2021
Quarterly Portfolio Change
GLENMEDE TRUST CO NA manages $19.3B across 1296 positions as of Q3 2021. Top holdings: AAPL (3.7%), MSFT (3.2%), IJR (2.6%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 102 new positions, 72 exits, 389 increased. Top move: IJR (INCREASED, conviction 55). Portfolio: $19.3B across 1296 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