RHUMBLINE ADVISERS
Institutional investor · Portfolio as of Q3 2023
Top Holdings4,351 positions
APPLE INC | 29.4M | $5B | 5.8% | $53.40 | +216.36% | 20 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 14.8M | $4.7B | 5.4% | $130.26 | +136.86% | 20 qtrssince 2018-Q4 | Increased 62 |
AMAZON COM INC | 17.5M | $2.2B | 2.6% | $87.45 | +45.37% | 20 qtrssince 2018-Q4 | Increased 55 |
NVIDIA CORPORATION | 4.7M | $2.1B | 2.4% | $6.22 | +597.68% | 20 qtrssince 2018-Q4 | Increased 55 |
ALPHABET INC | 11.8M | $1.5B | 1.8% | $63.98 | +102.60% | 20 qtrssince 2018-Q4 | Decreased 0 |
TESLA INC | 5.3M | $1.3B | 1.6% | $151.07 | +65.63% | 20 qtrssince 2018-Q4 | Increased 51 |
ALPHABET INC | 9.9M | $1.3B | 1.5% | $57.58 | +126.82% | 20 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC | 4.3M | $1.3B | 1.5% | $144.12 | +106.34% | 20 qtrssince 2018-Q4 | Increased 50 |
BERKSHIRE HATHAWAY INC DEL | 3.3M | $1.1B | 1.3% | $216.14 | +62.07% | 20 qtrssince 2018-Q4 | Increased 51 |
UNITEDHEALTH GROUP INC | 1.7M | $880.4M | 1.0% | $267.71 | +76.86% | 20 qtrssince 2018-Q4 | Increased 50 |
EXXON MOBIL CORP | 7.4M | $872.8M | 1.0% | $52.14 | +107.08% | 20 qtrssince 2018-Q4 | Decreased 0 |
ELI LILLY & CO | 1.6M | $835.1M | 1.0% | $144.42 | +264.33% | 20 qtrssince 2018-Q4 | Increased 45 |
JPMORGAN CHASE & CO | 5.7M | $820.9M | 1.0% | $84.64 | +60.39% | 20 qtrssince 2018-Q4 | Decreased 0 |
VISA INC | 3.3M | $757.9M | 0.9% | $139.29 | +61.41% | 20 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 822,979 | $683.5M | 0.8% | $30.25 | +165.80% | 20 qtrssince 2018-Q4 | Increased 45 |
JOHNSON & JOHNSON | 4.3M | $668.9M | 0.8% | $113.54 | +25.97% | 20 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INCORPORATED | 1.7M | $666.1M | 0.8% | $209.84 | +85.34% | 20 qtrssince 2018-Q4 | Decreased 0 |
PROCTER & GAMBLE CO | 4.6M | $665.5M | 0.8% | $86.24 | +56.28% | 20 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 2.1M | $621.4M | 0.7% | $161.11 | +73.65% | 20 qtrssince 2018-Q4 | Increased 45 |
CHEVRON CORPORATION | 3.4M | $571.1M | 0.7% | $85.42 | +75.64% | 20 qtrssince 2018-Q4 | Increased 46 |
RHUMBLINE ADVISERS manages $86.2B across 4351 positions as of Q3 2023. Top holdings: AAPL (5.8%), MSFT (5.4%), AMZN (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 100 new positions, 172 exits, 2156 increased. Top move: MSFT (INCREASED, conviction 62). Portfolio: $86.2B across 4351 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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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
Verify source filings on SEC EDGAR