Alphinity Investment Management Pty Ltd
Institutional investor · Portfolio as of Q1 2022
Top Holdings33 positions
APPLE INC | 2.5M | $444.3M | 10.3% | $152.20 | +12.21% | 3 qtrssince 2021-Q3 | Increased 73 |
ALPHABET INC | 144,097 | $400.8M | 9.3% | $105.69 | +30.34% | 13 qtrssince 2019-Q1 | Increased 70 |
MICROSOFT CORP | 1.2M | $375.7M | 8.7% | $241.95 | +22.77% | 13 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 589,868 | $300.8M | 7.0% | $405.66 | +20.36% | 13 qtrssince 2019-Q1 | Increased 64 |
DANAHER CORP DEL | 909,181 | $266.7M | 6.2% | $239.19 | +6.14% | 6 qtrssince 2020-Q4 | Increased 64 |
BANK OF AMER CORP | 5.9M | $244.9M | 5.7% | $33.11 | +17.90% | 7 qtrssince 2020-Q3 | Decreased 0 |
MCDONALDS CORP | 964,623 | $238.5M | 5.6% | $240.31 | -4.91% | 2 qtrssince 2021-Q4 | Increased 76 |
PEPSICO INC | 1.4M | $237.8M | 5.5% | $151.90 | -1.81% | 2 qtrssince 2021-Q4 | Increased 70 |
MERCK & CO INC | 2.8M | $228M | 5.3% | $66.59 | +7.69% | 2 qtrssince 2021-Q4 | Increased 63 |
PROLOGIS INC. | 1.4M | $220.1M | 5.1% | $115.55 | +26.61% | 12 qtrssince 2019-Q2 | Increased 63 |
AMAZON COM INC | 59,758 | $194.8M | 4.5% | $160.84 | +3.39% | 8 qtrssince 2020-Q2 | Increased 71 |
ACCENTURE PLC IRELAND | 570,105 | $192.3M | 4.5% | $379.00 | -18.29% | 2 qtrssince 2021-Q4 | Increased 57 |
NEXTERA ENERGY INC | 2.2M | $188.5M | 4.4% | $75.20 | -0.53% | 2 qtrssince 2021-Q4 | Increased 91 |
ON SEMICONDUCTOR CORP | 2.4M | $150.4M | 3.5% | $67.19 | -4.11% | 2 qtrssince 2021-Q4 | Increased 65 |
S&P GLOBAL INC | 364,006 | $149.3M | 3.5% | $358.12 | -14.13% | 6 qtrssince 2020-Q4 | Decreased 0 |
KEYSIGHT TECHNOLOGIES INC | 884,906 | $139.8M | 3.3% | $134.39 | +17.55% | 13 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORPORATION | 490,118 | $133.7M | 3.1% | $13.45 | +101.97% | 7 qtrssince 2020-Q3 | Increased 57 |
BLACKSTONE INC | 809,869 | $102.8M | 2.4% | $52.84 | +110.04% | 11 qtrssince 2019-Q3 | Increased 53 |
OTIS WORLDWIDE CORP | 201,904 | $15.5M | 0.4% | $65.06 | +11.98% | 7 qtrssince 2020-Q3 | Increased 41 |
TESLA INC | 10,739 | $11.6M | 0.3% | $358.85 | +0.10% | 2 qtrssince 2021-Q4 | Increased 55 |
Alphinity Investment Management Pty Ltd manages $4.3B across 33 positions as of Q1 2022. Top holdings: AAPL (10.3%), GOOGL (9.3%), MSFT (8.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Added 5 new positions, exited 5, increased 20, trimmed 8. Top move: NEE (INCREASED, conviction 91). Portfolio: $4.3B across 33 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
Verify source filings on SEC EDGAR