RHUMBLINE ADVISERS
Institutional investor · Portfolio as of Q1 2020
Top Holdings2,931 positions
MICROSOFT CORP | 13.5M | $2.1B | 4.5% | $96.04 | +55.35% | 6 qtrssince 2018-Q4 | Increased 59 |
APPLE INC | 7.6M | $1.9B | 4.0% | $37.76 | +62.44% | 6 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 734,310 | $1.4B | 3.0% | $76.34 | +27.69% | 6 qtrssince 2018-Q4 | Increased 59 |
META PLATFORMS INC | 4.2M | $707.4M | 1.5% | $132.88 | +24.33% | 6 qtrssince 2018-Q4 | Increased 50 |
BERKSHIRE HATHAWAY INC DEL | 3.6M | $649.5M | 1.4% | $204.27 | -10.50% | 6 qtrssince 2018-Q4 | Increased 50 |
ALPHABET INC | 547,327 | $636.4M | 1.3% | $51.87 | +11.03% | 6 qtrssince 2018-Q4 | Increased 50 |
ALPHABET INC | 517,854 | $601.7M | 1.3% | $52.35 | +9.94% | 6 qtrssince 2018-Q4 | Increased 50 |
JOHNSON & JOHNSON | 4.3M | $560.3M | 1.2% | $104.39 | +5.08% | 6 qtrssince 2018-Q4 | Increased 49 |
JPMORGAN CHASE & CO | 5.6M | $506.3M | 1.1% | $79.37 | -4.60% | 6 qtrssince 2018-Q4 | Increased 49 |
VISA INC | 3.1M | $504.1M | 1.1% | $126.35 | +21.67% | 6 qtrssince 2018-Q4 | Increased 49 |
PROCTER & GAMBLE CO | 4.2M | $460.1M | 1.0% | $76.38 | +22.05% | 6 qtrssince 2018-Q4 | Decreased 0 |
INTEL CORP | 8.3M | $448.2M | 0.9% | $40.82 | +17.53% | 6 qtrssince 2018-Q4 | Increased 44 |
VERIZON COMMUNICATIONS INC | 8M | $431.4M | 0.9% | $36.11 | +0.09% | 6 qtrssince 2018-Q4 | Increased 45 |
AT&T INC | 13.7M | $400.5M | 0.8% | $12.71 | +10.08% | 6 qtrssince 2018-Q4 | Increased 45 |
MASTERCARD INCORPORATED | 1.6M | $392.8M | 0.8% | $183.88 | +26.57% | 6 qtrssince 2018-Q4 | Increased 44 |
UNITEDHEALTH GROUP INC | 1.5M | $382.9M | 0.8% | $217.16 | +2.56% | 6 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 2M | $381.7M | 0.8% | $143.69 | +10.74% | 6 qtrssince 2018-Q4 | Increased 44 |
DISNEY WALT CO | 3.4M | $332.1M | 0.7% | $106.38 | -11.96% | 6 qtrssince 2018-Q4 | Increased 45 |
MERCK & CO INC | 4.2M | $319.4M | 0.7% | $57.55 | +4.21% | 6 qtrssince 2018-Q4 | Increased 44 |
PEPSICO INC | 2.6M | $315.2M | 0.7% | $87.92 | +11.15% | 6 qtrssince 2018-Q4 | Increased 45 |
RHUMBLINE ADVISERS manages $47.7B across 2931 positions as of Q1 2020. Top holdings: MSFT (4.5%), AAPL (4.0%), AMZN (3.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 44 new positions, 62 exits, 2354 increased. Top move: MSFT (INCREASED, conviction 59). Portfolio: $47.7B across 2931 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