RHUMBLINE ADVISERS
Institutional investor · Portfolio as of Q4 2019
Top Holdings2,949 positions
Apple Inc. | 7.8M | $2.3B | 3.8% | $37.76 | +87.14% | 5 qtrssince 2018-Q4 | Decreased 0 |
Microsoft Corp. | 13.5M | $2.1B | 3.5% | $95.81 | +55.29% | 5 qtrssince 2018-Q4 | Decreased 0 |
Amazon.com, Inc. | 727,883 | $1.3B | 2.2% | $76.16 | +21.32% | 5 qtrssince 2018-Q4 | Decreased 0 |
Meta Platforms Inc | 4.2M | $861.2M | 1.4% | $132.53 | +53.40% | 5 qtrssince 2018-Q4 | Decreased 0 |
Berkshire Hathaway Inc. | 3.5M | $796.2M | 1.3% | $204.50 | +10.76% | 5 qtrssince 2018-Q4 | Increased 50 |
JPMorgan Chase & Co. | 5.6M | $782.2M | 1.3% | $79.37 | +46.76% | 5 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc. | 539,291 | $721M | 1.2% | $51.79 | +27.88% | 5 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc. | 512,332 | $686.2M | 1.1% | $52.29 | +26.86% | 5 qtrssince 2018-Q4 | Decreased 0 |
Johnson & Johnson | 4.3M | $621.4M | 1.0% | $104.37 | +16.17% | 5 qtrssince 2018-Q4 | Decreased 0 |
Visa Inc | 3.1M | $585.5M | 1.0% | $126.24 | +41.82% | 5 qtrssince 2018-Q4 | Decreased 0 |
EXXON MOBIL CORP | 7.7M | $540.1M | 0.9% | $48.99 | +6.64% | 5 qtrssince 2018-Q4 | Increased 44 |
The Procter & Gamble Co. | 4.3M | $536.8M | 0.9% | $76.38 | +37.76% | 5 qtrssince 2018-Q4 | Increased 44 |
AT&T INC | 13.5M | $528.3M | 0.9% | $12.69 | +45.23% | 5 qtrssince 2018-Q4 | Increased 45 |
BK OF AMERICA CORP | 14.7M | $517.8M | 0.9% | $20.47 | +46.19% | 5 qtrssince 2018-Q4 | Decreased 0 |
INTEL CORP | 8.3M | $494.8M | 0.8% | $40.81 | +29.37% | 5 qtrssince 2018-Q4 | Increased 45 |
DISNEY WALT CO | 3.4M | $487M | 0.8% | $106.65 | +31.48% | 5 qtrssince 2018-Q4 | Increased 45 |
MasterCard Incorporated | 1.6M | $483.4M | 0.8% | $183.66 | +56.43% | 5 qtrssince 2018-Q4 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 7.8M | $477.3M | 0.8% | $36.11 | +13.20% | 5 qtrssince 2018-Q4 | Increased 44 |
UnitedHealth Group Inc. | 1.5M | $454.5M | 0.8% | $217.16 | +20.38% | 5 qtrssince 2018-Q4 | Decreased 0 |
Home Depot Inc. | 2M | $446.4M | 0.7% | $143.68 | +28.67% | 5 qtrssince 2018-Q4 | Increased 44 |
RHUMBLINE ADVISERS manages $59.8B across 2949 positions as of Q4 2019. Top holdings: AAPL (3.8%), MSFT (3.5%), AMZN (2.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 54 new positions, 59 exits, 2352 increased. Top move: BRK/B (INCREASED, conviction 50). Portfolio: $59.8B across 2949 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
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