RHUMBLINE ADVISERS
Institutional investor · Portfolio as of Q1 2024
Top Holdings4,303 positions
MICROSOFT CORP | 14.7M | $6.2B | 5.9% | $130.26 | +216.83% | 22 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 28.8M | $4.9B | 4.7% | $53.40 | +217.68% | 22 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORPORATION | 4.7M | $4.3B | 4.1% | $6.73 | +1239.70% | 22 qtrssince 2018-Q4 | Increased 59 |
AMAZON COM INC | 17.6M | $3.2B | 3.0% | $88.57 | +103.67% | 22 qtrssince 2018-Q4 | Increased 59 |
META PLATFORMS INC | 4.3M | $2.1B | 2.0% | $144.12 | +234.10% | 22 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 11.8M | $1.8B | 1.7% | $63.98 | +133.67% | 22 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 9.7M | $1.5B | 1.4% | $57.61 | +161.83% | 22 qtrssince 2018-Q4 | Increased 50 |
BERKSHIRE HATHAWAY INC DEL | 3.2M | $1.3B | 1.3% | $216.14 | +94.56% | 22 qtrssince 2018-Q4 | Decreased 0 |
ELI LILLY & CO | 1.5M | $1.2B | 1.2% | $144.42 | +429.59% | 22 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 866,178 | $1.1B | 1.1% | $34.27 | +277.68% | 22 qtrssince 2018-Q4 | Increased 50 |
JPMORGAN CHASE & CO | 5.5M | $1.1B | 1.1% | $84.64 | +124.54% | 22 qtrssince 2018-Q4 | Decreased 0 |
TESLA INC | 5.3M | $936M | 0.9% | $151.28 | +16.20% | 22 qtrssince 2018-Q4 | Increased 45 |
VISA INC | 3.2M | $902.5M | 0.9% | $139.29 | +96.62% | 22 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.8M | $869.8M | 0.8% | $269.73 | +73.50% | 22 qtrssince 2018-Q4 | Increased 45 |
<![CDATA[EXXON MOBIL CORP]]> | 7.3M | $850.5M | 0.8% | $52.14 | +108.52% | 22 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INCORPORATED | 1.7M | $815.2M | 0.8% | $214.94 | +120.75% | 22 qtrssince 2018-Q4 | Increased 46 |
HOME DEPOT INC | 2M | $777.3M | 0.7% | $161.11 | +123.26% | 22 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 4.3M | $685.4M | 0.7% | $113.98 | +29.44% | 22 qtrssince 2018-Q4 | Increased 45 |
PROCTER & GAMBLE CO | 4.2M | $676M | 0.6% | $86.24 | +76.05% | 22 qtrssince 2018-Q4 | Decreased 0 |
COSTCO WHOLESALE CORPORATION | 914,668 | $670.1M | 0.6% | $237.28 | +204.48% | 22 qtrssince 2018-Q4 | Decreased 0 |
RHUMBLINE ADVISERS manages $104.1B across 4303 positions as of Q1 2024. Top holdings: MSFT (5.9%), AAPL (4.7%), NVDA (4.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 88 new positions, 98 exits, 2194 increased. Top move: NVDA (INCREASED, conviction 59). Portfolio: $104.1B across 4303 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