RHUMBLINE ADVISERS
Institutional investor · Portfolio as of Q1 2019
Top Holdings2,947 positions
MICROSOFT CORP | 13.5M | $1.6B | 3.1% | $95.09 | +15.81% | 2 qtrssince 2018-Q4 | Increased 61 |
APPLE INC | 8.3M | $1.6B | 3.0% | $37.76 | +19.77% | 2 qtrssince 2018-Q4 | Increased 61 |
AMAZON COM INC | 720,741 | $1.3B | 2.5% | $75.90 | +17.32% | 2 qtrssince 2018-Q4 | Increased 58 |
BERKSHIRE HATHAWAY INC DEL | 3.5M | $693.5M | 1.3% | $204.18 | -1.61% | 2 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC | 4.2M | $693M | 1.3% | $131.50 | +25.56% | 2 qtrssince 2018-Q4 | Increased 52 |
ALPHABET INC | 552,332 | $648.1M | 1.3% | $51.63 | +12.57% | 2 qtrssince 2018-Q4 | Increased 52 |
EXXON MOBIL CORP | 7.6M | $618M | 1.2% | $48.91 | +19.85% | 2 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 511,141 | $601.6M | 1.2% | $52.09 | +11.90% | 2 qtrssince 2018-Q4 | Increased 52 |
JOHNSON & JOHNSON | 4.3M | $601.4M | 1.2% | $104.33 | +9.04% | 2 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 5.7M | $580.4M | 1.1% | $79.10 | +4.54% | 2 qtrssince 2018-Q4 | Decreased 0 |
VISA INC | 3.2M | $499.1M | 1.0% | $125.73 | +17.81% | 2 qtrssince 2018-Q4 | Increased 46 |
PROCTER & GAMBLE CO | 4.2M | $433.1M | 0.8% | $75.31 | +14.09% | 2 qtrssince 2018-Q4 | Decreased 0 |
BANK OF AMER CORP | 15.6M | $430.5M | 0.8% | $20.47 | +12.54% | 2 qtrssince 2018-Q4 | Decreased 0 |
INTEL CORP | 8M | $429.4M | 0.8% | $40.39 | +15.15% | 2 qtrssince 2018-Q4 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 7.3M | $429.3M | 0.8% | $35.91 | +6.27% | 2 qtrssince 2018-Q4 | Decreased 0 |
CISCO SYS INC | 7.8M | $421.3M | 0.8% | $34.65 | +25.57% | 2 qtrssince 2018-Q4 | Decreased 0 |
CHEVRON CORPORATION | 3.4M | $416.4M | 0.8% | $78.50 | +14.37% | 2 qtrssince 2018-Q4 | Decreased 0 |
AT&T INC | 12.8M | $401.6M | 0.8% | $12.42 | +12.31% | 2 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 2.1M | $398.6M | 0.8% | $142.32 | +11.94% | 2 qtrssince 2018-Q4 | Increased 46 |
PFIZER INC | 9.2M | $391.6M | 0.8% | $28.59 | -1.85% | 2 qtrssince 2018-Q4 | Decreased 0 |
RHUMBLINE ADVISERS manages $51.6B across 2947 positions as of Q1 2019. Top holdings: MSFT (3.1%), AAPL (3.0%), AMZN (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 50 new positions, 83 exits, 1305 increased. Top move: MSFT (INCREASED, conviction 61). Portfolio: $51.6B across 2947 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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
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