Aberdeen Group plc
Institutional investor · Portfolio as of Q1 2023
Top Holdings913 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 8.7M | $2.5B | 6.2% | $134.83 | +106.27% | 17 qtrssince 2019-Q1 | Increased 63 |
APPLE INC | 12.2M | $2B | 5.0% | $102.63 | +58.10% | 17 qtrssince 2019-Q1 | Increased 66 |
AMAZON.COM INC | 9.7M | $1B | 2.5% | $108.53 | -6.02% | 17 qtrssince 2019-Q1 | Increased 56 |
ALPHABET INC-CL A | 7M | $730.6M | 1.8% | $95.05 | +5.34% | 17 qtrssince 2019-Q1 | Increased 51 |
MASTERCARD INC - A | 1.7M | $634M | 1.6% | $245.13 | +44.02% | 17 qtrssince 2019-Q1 | Decreased 0 |
MERCK & CO. INC. | 5.7M | $611.1M | 1.5% | $81.79 | +19.01% | 17 qtrssince 2019-Q1 | Increased 55 |
COCA-COLA CO/THE | 9.7M | $603.8M | 1.5% | $51.30 | +11.01% | 17 qtrssince 2019-Q1 | Increased 55 |
ALPHABET INC-CL C | 5M | $523.3M | 1.3% | $95.99 | +4.77% | 17 qtrssince 2019-Q1 | Increased 51 |
UNITEDHEALTH GROUP INC | 1.1M | $523.3M | 1.3% | $274.88 | +62.46% | 17 qtrssince 2019-Q1 | Increased 51 |
NVIDIA CORP | 1.6M | $454.1M | 1.1% | $16.16 | +69.34% | 17 qtrssince 2019-Q1 | Increased 53 |
ABBVIE INC | 2.7M | $436M | 1.1% | $65.22 | +115.89% | 17 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 658,821 | $422.7M | 1.1% | $27.03 | +127.71% | 17 qtrssince 2019-Q1 | Increased 52 |
ACCENTURE PLC-CL A | 1.4M | $408.8M | 1.0% | $210.78 | +27.42% | 17 qtrssince 2019-Q1 | Increased 51 |
HOME DEPOT INC | 1.4M | $402.3M | 1.0% | $236.62 | +12.55% | 17 qtrssince 2019-Q1 | Increased 53 |
TJX COMPANIES INC | 5M | $395M | 1.0% | $51.87 | +44.12% | 17 qtrssince 2019-Q1 | Decreased 0 |
BOSTON SCIENTIFIC CORP | 7.9M | $393.2M | 1.0% | $38.23 | +30.85% | 17 qtrssince 2019-Q1 | Increased 45 |
PROCTER & GAMBLE CO/THE | 2.4M | $360M | 0.9% | $108.01 | +25.63% | 17 qtrssince 2019-Q1 | Decreased 0 |
FOMENTO ECONOMICO MEXICANO SAB /1 ADR REPRS 10 UT CONS 10 SERB &20 SER D-B SHS &20 SER D-L/ | 3.5M | $328.7M | 0.8% | $75.25 | +11.69% | 17 qtrssince 2019-Q1 | Increased 46 |
ANALOG DEVICES INC | 1.6M | $319M | 0.8% | $153.17 | +22.08% | 17 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 1.5M | $308M | 0.8% | $239.49 | -18.46% | 17 qtrssince 2019-Q1 | Increased 46 |
Aberdeen Group plc manages $40B across 913 positions as of Q1 2023. Top holdings: MSFT (6.2%), AAPL (5.0%), AMZN (2.5%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 25 new positions, 27 exits, 533 increased. Top move: AAPL (INCREASED, conviction 66). Portfolio: $40.0B across 913 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