Aberdeen Group plc
Institutional investor · Portfolio as of Q1 2024
Top Holdings947 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 7.6M | $3.2B | 6.3% | $141.84 | +192.80% | 21 qtrssince 2019-Q1 | Increased 63 |
APPLE INC | 12.2M | $2.1B | 4.1% | $107.76 | +57.42% | 21 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 2.1M | $1.9B | 3.8% | $25.10 | +259.75% | 21 qtrssince 2019-Q1 | Increased 59 |
AMAZON.COM INC | 8.2M | $1.5B | 2.9% | $110.37 | +63.44% | 21 qtrssince 2019-Q1 | Increased 56 |
ELI LILLY & CO | 1.1M | $863.8M | 1.7% | $267.16 | +186.29% | 21 qtrssince 2019-Q1 | Increased 51 |
ALPHABET INC-CL A | 5.2M | $791M | 1.6% | $96.23 | +55.66% | 21 qtrssince 2019-Q1 | Increased 51 |
ALPHABET INC-CL C | 5.1M | $771.5M | 1.5% | $99.35 | +52.12% | 21 qtrssince 2019-Q1 | Increased 53 |
META PLATFORMS INC-CLASS A | 1.4M | $699.5M | 1.4% | $264.70 | +82.36% | 21 qtrssince 2019-Q1 | Increased 53 |
MERCK & CO. INC. | 4.9M | $643.9M | 1.3% | $82.07 | +51.79% | 21 qtrssince 2019-Q1 | Increased 50 |
UNITEDHEALTH GROUP INC | 1.2M | $610M | 1.2% | $299.38 | +59.41% | 21 qtrssince 2019-Q1 | Increased 53 |
MASTERCARD INC - A | 1.1M | $511.4M | 1.0% | $249.44 | +90.87% | 21 qtrssince 2019-Q1 | Increased 50 |
BROADCOM INC | 365,683 | $484.7M | 1.0% | $27.12 | +379.88% | 21 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 2.3M | $465.7M | 0.9% | $126.93 | +51.18% | 21 qtrssince 2019-Q1 | Increased 45 |
PROCTER & GAMBLE CO/THE | 2.8M | $457.8M | 0.9% | $117.68 | +29.01% | 21 qtrssince 2019-Q1 | Increased 45 |
COCA-COLA CO/THE | 7M | $427.3M | 0.8% | $52.33 | +11.09% | 21 qtrssince 2019-Q1 | Increased 47 |
ABBVIE INC | 2.3M | $410.6M | 0.8% | $92.93 | +80.14% | 21 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 2.3M | $405.6M | 0.8% | $240.90 | -27.03% | 21 qtrssince 2019-Q1 | Increased 45 |
VISA INC-CLASS A SHARES | 1.4M | $389.9M | 0.8% | $189.54 | +44.50% | 21 qtrssince 2019-Q1 | Increased 45 |
HOME DEPOT INC | 976,303 | $374.5M | 0.7% | $261.60 | +40.49% | 21 qtrssince 2019-Q1 | Increased 46 |
SOUTHERN COPPER CORP | 3.1M | $331.7M | 0.7% | $59.32 | +61.32% | 16 qtrssince 2020-Q2 | Increased 45 |
Aberdeen Group plc manages $51B across 947 positions as of Q1 2024. Top holdings: MSFT (6.3%), AAPL (4.1%), NVDA (3.8%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 3/5.0.
Active quarter - 29 new positions, 42 exits, 432 increased. Top move: MSFT (INCREASED, conviction 63). Portfolio: $51.0B across 947 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