GREAT LAKES ADVISORS, LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings791 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO | 1.2M | $297.6M | 2.7% | $129.35 | +83.98% | 25 qtrssince 2019-Q1 | Decreased 0 |
BOSTON SCIENTIFIC CORP | 2.1M | $208.8M | 1.9% | $47.16 | +110.67% | 25 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 353,050 | $183.1M | 1.6% | $412.39 | +22.65% | 25 qtrssince 2019-Q1 | Increased 48 |
ABBVIE INC | 850,675 | $177.7M | 1.6% | $123.80 | +61.25% | 25 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 471,099 | $177.3M | 1.6% | $242.38 | +55.45% | 25 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 1.5M | $175.2M | 1.6% | $99.04 | +14.92% | 25 qtrssince 2019-Q1 | Increased 49 |
WELLS FARGO & CO | 2.3M | $166.2M | 1.5% | $37.15 | +86.98% | 18 qtrssince 2020-Q4 | Increased 49 |
ABBOTT LABORATORIES | 1.2M | $163.5M | 1.5% | $95.14 | +35.04% | 25 qtrssince 2019-Q1 | Increased 52 |
BANK OF AMERICA CORP | 3.8M | $157.7M | 1.4% | $26.87 | +50.99% | 25 qtrssince 2019-Q1 | Increased 48 |
BLACKROCK INC | 163,815 | $154.8M | 1.4% | $933.28 | -0.06% | 3 qtrssince 2024-Q3 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 278,517 | $148.3M | 1.3% | $258.29 | +103.77% | 25 qtrssince 2019-Q1 | Increased 48 |
INTERCONTINENTALEXCHANGE GRO COM | 838,599 | $144.5M | 1.3% | $111.21 | +55.77% | 23 qtrssince 2019-Q3 | Increased 48 |
HARTFORD FINANCIAL SVCS GRP | 1.2M | $143.2M | 1.3% | $69.53 | +73.63% | 9 qtrssince 2023-Q1 | Increased 49 |
WALT DISNEY CO/THE | 1.4M | $140.2M | 1.3% | $101.27 | -4.22% | 25 qtrssince 2019-Q1 | Increased 48 |
RAYTHEON TECHNOLOGIES CORP | 1M | $138.3M | 1.2% | $87.26 | +48.17% | 20 qtrssince 2020-Q2 | Increased 49 |
META PLATFORMS INC-CLASS A | 232,779 | $133.9M | 1.2% | $223.64 | +157.30% | 25 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 1.2M | $131.5M | 1.2% | $115.58 | -5.13% | 25 qtrssince 2019-Q1 | Decreased 0 |
PARKER HANNIFIN CORP | 208,962 | $127M | 1.1% | $337.50 | +76.57% | 9 qtrssince 2023-Q1 | Decreased 0 |
ALPHABET INC-CL A | 789,625 | $122.3M | 1.1% | $110.11 | +39.77% | 25 qtrssince 2019-Q1 | Increased 48 |
GILEAD SCIENCES INC | 1M | $114.9M | 1.0% | $86.13 | +27.15% | 3 qtrssince 2024-Q3 | Increased 50 |
GREAT LAKES ADVISORS, LLC manages $11.2B across 791 positions as of Q1 2025. Top holdings: JPM (2.7%), BSX (1.9%), UNH (1.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 79 new positions, 101 exits, 249 increased. Top move: ABT (INCREASED, conviction 52). Portfolio: $11.2B across 791 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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