RHUMBLINE ADVISERS
Institutional investor · Portfolio as of Q4 2022
Top Holdings3,010 positions
APPLE INC | 28.1M | $3.6B | 4.9% | $47.53 | +168.55% | 17 qtrssince 2018-Q4 | Increased 60 |
MICROSOFT CORP | 14M | $3.3B | 4.5% | $120.44 | +93.25% | 17 qtrssince 2018-Q4 | Increased 61 |
AMAZON.COM INC | 16.1M | $1.4B | 1.8% | $85.20 | -1.41% | 17 qtrssince 2018-Q4 | Increased 52 |
BERKSHIRE HATHAWAY INC-CL B | 3.3M | $1B | 1.4% | $213.81 | +44.47% | 17 qtrssince 2018-Q4 | Increased 52 |
ALPHABET INC-CL A | 11.4M | $1B | 1.3% | $62.02 | +40.91% | 17 qtrssince 2018-Q4 | Increased 52 |
ALPHABET INC-CL C | 9.8M | $872M | 1.2% | $56.29 | +56.15% | 17 qtrssince 2018-Q4 | Increased 51 |
UNITEDHEALTH GROUP INC | 1.6M | $856.6M | 1.2% | $253.45 | +94.19% | 17 qtrssince 2018-Q4 | Increased 52 |
EXXON MOBIL CORP | 7.6M | $840.6M | 1.1% | $52.14 | +89.57% | 17 qtrssince 2018-Q4 | Increased 52 |
JOHNSON & JOHNSON | 4.6M | $806.7M | 1.1% | $112.98 | +40.46% | 17 qtrssince 2018-Q4 | Increased 52 |
JPMORGAN CHASE & CO | 5.6M | $748.8M | 1.0% | $83.22 | +47.56% | 17 qtrssince 2018-Q4 | Increased 52 |
PROCTER & GAMBLE CO/THE | 4.4M | $674.3M | 0.9% | $84.90 | +61.88% | 17 qtrssince 2018-Q4 | Increased 46 |
NVIDIA CORP | 4.6M | $665.9M | 0.9% | $5.17 | +181.73% | 17 qtrssince 2018-Q4 | Increased 46 |
VISA INC-CLASS A SHARES | 3.1M | $653.3M | 0.9% | $135.23 | +49.31% | 17 qtrssince 2018-Q4 | Increased 46 |
HOME DEPOT INC | 2M | $625.1M | 0.8% | $156.61 | +82.90% | 17 qtrssince 2018-Q4 | Increased 46 |
CHEVRON CORP | 3.4M | $617.2M | 0.8% | $83.08 | +86.91% | 17 qtrssince 2018-Q4 | Increased 45 |
TESLA INC | 4.7M | $578.5M | 0.8% | $139.41 | -11.64% | 17 qtrssince 2018-Q4 | Increased 46 |
MASTERCARD INC - A | 1.6M | $570.3M | 0.8% | $202.79 | +67.66% | 17 qtrssince 2018-Q4 | Increased 46 |
ELI LILLY & CO | 1.5M | $537.8M | 0.7% | $130.78 | +171.85% | 17 qtrssince 2018-Q4 | Increased 46 |
FACEBOOK INC-CLASS A | 4.3M | $512.6M | 0.7% | $140.00 | -14.86% | 17 qtrssince 2018-Q4 | Increased 45 |
PFIZER INC | 9.8M | $500.3M | 0.7% | $29.82 | +37.39% | 17 qtrssince 2018-Q4 | Increased 46 |
RHUMBLINE ADVISERS manages $74.4B across 3010 positions as of Q4 2022. Top holdings: AAPL (4.9%), MSFT (4.5%), AMZN (1.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 31 new positions, 103 exits, 2539 increased. Top move: MSFT (INCREASED, conviction 61). Portfolio: $74.4B across 3010 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