Aberdeen Group plc
Institutional investor · Portfolio as of Q1 2021
Top Holdings988 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 8.4M | $2B | 4.5% | $112.56 | +98.10% | 9 qtrssince 2019-Q1 | Increased 59 |
APPLE INC | 11.9M | $1.5B | 3.3% | $93.77 | +26.65% | 9 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 456,211 | $1.4B | 3.2% | $91.77 | +66.45% | 9 qtrssince 2019-Q1 | Increased 60 |
ALPHABET INC-CL A | 438,956 | $905.4M | 2.1% | $58.40 | +73.90% | 9 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 2.4M | $700.2M | 1.6% | $175.03 | +63.40% | 9 qtrssince 2019-Q1 | Increased 52 |
ALIBABA GROUP HOLDING-SP ADR | 2.8M | $639.7M | 1.5% | $176.00 | +21.23% | 9 qtrssince 2019-Q1 | Decreased 0 |
VALE SA-SP ADR | 34.9M | $606.9M | 1.4% | $6.80 | +49.89% | 9 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 1.7M | $600.6M | 1.4% | $233.12 | +49.33% | 9 qtrssince 2019-Q1 | Increased 51 |
JPMORGAN CHASE & CO | 3.5M | $526.4M | 1.2% | $113.74 | +19.61% | 9 qtrssince 2019-Q1 | Increased 80 |
ALPHABET INC-CL C | 248,429 | $513.9M | 1.2% | $61.15 | +66.81% | 9 qtrssince 2019-Q1 | Increased 53 |
PROCTER & GAMBLE CO/THE | 3.7M | $495.9M | 1.1% | $103.43 | +13.70% | 9 qtrssince 2019-Q1 | Increased 73 |
ABBVIE INC | 4.6M | $494.3M | 1.1% | $62.44 | +40.95% | 9 qtrssince 2019-Q1 | Increased 52 |
GOLDMAN SACHS GROUP INC | 1.4M | $442.7M | 1.0% | $161.76 | +82.97% | 9 qtrssince 2019-Q1 | Increased 52 |
JOHNSON & JOHNSON | 2.7M | $442M | 1.0% | $116.50 | +23.65% | 9 qtrssince 2019-Q1 | Increased 51 |
UNITEDHEALTH GROUP INC | 1.2M | $433.5M | 1.0% | $221.33 | +56.12% | 9 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN TOWER CORP | 1.8M | $420.4M | 1.0% | $168.87 | +19.88% | 9 qtrssince 2019-Q1 | Increased 46 |
BANK OF AMERICA CORP | 10.8M | $418.2M | 1.0% | $23.81 | +43.16% | 9 qtrssince 2019-Q1 | Increased 47 |
NEXTERA ENERGY INC | 5.2M | $395.9M | 0.9% | — | — | — | — |
BANCO BRADESCO-ADR | 83.5M | $393M | 0.9% | $5.91 | -43.63% | 9 qtrssince 2019-Q1 | Decreased 0 |
| 27.3M | $381.8M | 0.9% | — | — | 9 qtrssince 2019-Q1 | Increased 71 |
Aberdeen Group plc manages $44B across 988 positions as of Q1 2021. Top holdings: MSFT (4.5%), AAPL (3.3%), AMZN (3.2%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 3/5.0.
Active quarter - 63 new positions, 30 exits, 610 increased. Top move: JPM (INCREASED, conviction 80). Portfolio: $44.0B across 988 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
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