RHUMBLINE ADVISERS
Institutional investor · Portfolio as of Q4 2018
Top Holdings2,980 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 12.9M | $1.3B | 2.9% | $93.93 | 0.00% | 1 qtr | New 83 |
APPLE INC | 7.9M | $1.2B | 2.7% | $37.39 | 0.00% | 1 qtr | New 83 |
AMAZON.COM INC | 679,523 | $1B | 2.2% | $73.90 | 0.00% | 1 qtr | New 83 |
BERKSHIRE HATHAWAY INC-CL B | 3.5M | $708.8M | 1.5% | $202.08 | 0.00% | 1 qtr | New 72 |
JPMORGAN CHASE & CO | 5.9M | $573M | 1.2% | $79.22 | 0.00% | 1 qtr | New 72 |
JOHNSON & JOHNSON | 4.4M | $566M | 1.2% | $104.55 | 0.00% | 1 qtr | New 72 |
ALPHABET INC-CL C | 525,513 | $544.2M | 1.2% | $51.47 | 0.00% | 1 qtr | New 72 |
EXXON MOBIL CORP | 7.8M | $530.3M | 1.2% | $48.91 | 0.00% | 1 qtr | New 72 |
META PLATFORMS INC-CLASS A | 4M | $519.5M | 1.1% | $132.28 | 0.00% | 1 qtr | New 72 |
ALPHABET INC-CL A | 484,862 | $506.7M | 1.1% | $51.94 | 0.00% | 1 qtr | New 72 |
PFIZER INC | 9.4M | $412.5M | 0.9% | $28.59 | 0.00% | 1 qtr | New 61 |
VERIZON COMMUNICATIONS INC | 7.3M | $409.4M | 0.9% | $37.01 | 0.00% | 1 qtr | New 61 |
VISA INC-CLASS A SHARES | 3.1M | $406.6M | 0.9% | $124.91 | 0.00% | 1 qtr | New 61 |
BANK OF AMERICA CORP | 16.1M | $397.7M | 0.9% | $20.58 | 0.00% | 1 qtr | New 61 |
PROCTER & GAMBLE CO/THE | 4.2M | $389.8M | 0.8% | $75.31 | 0.00% | 1 qtr | New 61 |
INTEL CORP | 8.3M | $387.6M | 0.8% | $40.23 | 0.00% | 1 qtr | New 61 |
UNITEDHEALTH GROUP INC | 1.5M | $381.2M | 0.8% | $219.58 | 0.00% | 1 qtr | New 61 |
CHEVRON CORP | 3.4M | $374.2M | 0.8% | $78.50 | 0.00% | 1 qtr | New 61 |
AT&T INC | 12.9M | $368.3M | 0.8% | $12.82 | 0.00% | 1 qtr | New 61 |
CISCO SYSTEMS INC | 8M | $347.5M | 0.8% | $34.65 | 0.00% | 1 qtr | New 61 |
RHUMBLINE ADVISERS manages $46B across 2980 positions as of Q4 2018. Top holdings: MSFT (2.9%), AAPL (2.7%), AMZN (2.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 2979 new positions, 0 exits, 0 increased. Top move: MSFT (NEW, conviction 83). Portfolio: $46.0B across 2980 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