Aberdeen Group plc
Institutional investor · Portfolio as of Q4 2021
Top Holdings1,045 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 7.5M | $2.5B | 5.5% | $112.56 | +191.68% | 12 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 10.9M | $1.9B | 4.2% | $93.77 | +84.97% | 12 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 426,938 | $1.4B | 3.1% | $91.77 | +83.75% | 12 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 362,497 | $1.1B | 2.3% | $58.40 | +148.46% | 12 qtrssince 2019-Q1 | Decreased 0 |
ABBVIE INC | 4.9M | $657.3M | 1.4% | $65.22 | +74.88% | 12 qtrssince 2019-Q1 | Increased 52 |
ALPHABET INC-CL C | 227,140 | $657.3M | 1.4% | $64.49 | +124.71% | 12 qtrssince 2019-Q1 | Increased 52 |
META PLATFORMS INC-CLASS A | 1.9M | $636.1M | 1.4% | $175.03 | +95.38% | 12 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 1.6M | $580.7M | 1.3% | $234.06 | +50.43% | 12 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1M | $519.4M | 1.1% | $227.37 | +107.37% | 12 qtrssince 2019-Q1 | Decreased 0 |
NEXTERA ENERGY INC | 5.1M | $471.5M | 1.0% | — | — | — | — |
BROADCOM INC | 684,169 | $455.3M | 1.0% | $24.76 | +148.86% | 12 qtrssince 2019-Q1 | Decreased 0 |
BANK OF AMERICA CORP | 9.5M | $423.9M | 0.9% | $24.07 | +67.07% | 12 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN TOWER CORP | 1.4M | $409M | 0.9% | $168.87 | +49.58% | 12 qtrssince 2019-Q1 | Decreased 0 |
LOWE'S COS INC | 1.5M | $395.8M | 0.9% | $134.96 | +74.48% | 12 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 2.4M | $394.5M | 0.9% | $105.36 | +37.39% | 12 qtrssince 2019-Q1 | Decreased 0 |
BOSTON SCIENTIFIC CORP | 9M | $384.4M | 0.8% | $37.72 | +13.97% | 12 qtrssince 2019-Q1 | Increased 44 |
SEA LTD-ADR | 1.6M | $354.2M | 0.8% | $266.42 | -15.80% | 4 qtrssince 2021-Q1 | Increased 49 |
COCA-COLA CO/THE | 5.8M | $342.9M | 0.8% | $47.36 | +10.16% | 12 qtrssince 2019-Q1 | Increased 71 |
NIKE INC -CL B | 2M | $341M | 0.7% | $105.60 | +48.81% | 12 qtrssince 2019-Q1 | Increased 45 |
SCHWAB (CHARLES) CORP | 3.9M | $331.5M | 0.7% | $41.27 | +91.03% | 12 qtrssince 2019-Q1 | Decreased 0 |
Aberdeen Group plc manages $45.5B across 1045 positions as of Q4 2021. Top holdings: MSFT (5.5%), AAPL (4.2%), AMZN (3.1%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 3/5.0.
Active quarter - 43 new positions, 41 exits, 343 increased. Top move: KO (INCREASED, conviction 71). Portfolio: $45.5B across 1045 positions.
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Portfolio allocation by GICS sector
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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