RHUMBLINE ADVISERS
Institutional investor · Portfolio as of Q3 2022
Top Holdings3,082 positions
APPLE INC | 27.2M | $3.8B | 5.6% | $45.12 | +200.40% | 16 qtrssince 2018-Q4 | Increased 63 |
MICROSOFT CORP | 13.4M | $3.1B | 4.6% | $115.51 | +95.12% | 16 qtrssince 2018-Q4 | Increased 61 |
AMAZON COM INC | 15.5M | $1.8B | 2.6% | $85.25 | +32.55% | 16 qtrssince 2018-Q4 | Increased 57 |
TESLA INC | 4.5M | $1.2B | 1.8% | $140.03 | +89.42% | 16 qtrssince 2018-Q4 | Increased 81 |
ALPHABET INC | 11M | $1B | 1.6% | $61.10 | +55.08% | 16 qtrssince 2018-Q4 | Increased 81 |
ALPHABET INC | 9.6M | $921M | 1.4% | $55.47 | +71.71% | 16 qtrssince 2018-Q4 | Increased 81 |
BERKSHIRE HATHAWAY INC DEL | 3.2M | $841.9M | 1.3% | $210.81 | +26.67% | 16 qtrssince 2018-Q4 | Increased 51 |
UNITEDHEALTH GROUP INC | 1.5M | $780.2M | 1.2% | $242.51 | +92.74% | 16 qtrssince 2018-Q4 | Increased 52 |
JOHNSON & JOHNSON | 4.4M | $717.1M | 1.1% | $111.14 | +31.21% | 16 qtrssince 2018-Q4 | Increased 53 |
EXXON MOBIL CORP | 7.4M | $646M | 1.0% | $50.74 | +55.35% | 16 qtrssince 2018-Q4 | Increased 46 |
META PLATFORMS INC | 4.1M | $561.9M | 0.8% | $140.59 | -4.41% | 16 qtrssince 2018-Q4 | Increased 46 |
JPMORGAN CHASE & CO | 5.4M | $559.8M | 0.8% | $81.54 | +16.32% | 16 qtrssince 2018-Q4 | Increased 46 |
PROCTER & GAMBLE CO | 4.3M | $544.4M | 0.8% | $83.23 | +36.59% | 16 qtrssince 2018-Q4 | Increased 49 |
VISA INC | 3M | $535.7M | 0.8% | $132.37 | +30.13% | 16 qtrssince 2018-Q4 | Increased 45 |
NVIDIA CORPORATION | 4.4M | $531.5M | 0.8% | $4.79 | +152.67% | 16 qtrssince 2018-Q4 | Increased 45 |
HOME DEPOT INC | 1.9M | $525.7M | 0.8% | $151.57 | +64.11% | 16 qtrssince 2018-Q4 | Increased 46 |
CHEVRON CORPORATION | 3.4M | $485.8M | 0.7% | $81.85 | +50.68% | 16 qtrssince 2018-Q4 | Increased 44 |
ELI LILLY & CO | 1.4M | $456.3M | 0.7% | $121.42 | +158.09% | 16 qtrssince 2018-Q4 | Increased 45 |
MASTERCARD INCORPORATED | 1.6M | $447.9M | 0.7% | $197.15 | +40.79% | 16 qtrssince 2018-Q4 | Increased 45 |
PEPSICO INC | 2.6M | $420.1M | 0.6% | $95.30 | +49.64% | 16 qtrssince 2018-Q4 | Increased 46 |
RHUMBLINE ADVISERS manages $67.1B across 3082 positions as of Q3 2022. Top holdings: AAPL (5.6%), MSFT (4.6%), AMZN (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 41 new positions, 52 exits, 2762 increased. Top move: TSLA (INCREASED, conviction 81). Portfolio: $67.1B across 3082 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