Alphinity Investment Management Pty Ltd
Institutional investor · Portfolio as of Q2 2020
Top Holdings25 positions
MICROSOFT CORP | 409,427 | $83.3M | 9.4% | $121.26 | +59.22% | 6 qtrssince 2019-Q1 | Increased 64 |
ACTIVISION BLIZZARD INC | 723,529 | $54.9M | 6.2% | — | — | 2 qtrssince 2020-Q1 | Increased 68 |
MORGAN STANLEY | 1M | $50.6M | 5.7% | $39.93 | 0.00% | 1 qtr | New 91 |
FMC CORP | 505,429 | $50.4M | 5.7% | $72.81 | +13.33% | 2 qtrssince 2020-Q1 | Increased 73 |
KEYSIGHT TECHNOLOGIES INC | 479,088 | $48.3M | 5.4% | $86.05 | +17.12% | 6 qtrssince 2019-Q1 | Decreased 0 |
NIKE INC | 467,646 | $45.9M | 5.2% | $82.18 | +8.18% | 2 qtrssince 2020-Q1 | Increased 79 |
YUM CHINA HLDGS INC | 949,272 | $45.6M | 5.1% | $43.37 | +6.71% | 6 qtrssince 2019-Q1 | Increased 75 |
UNITEDHEALTH GROUP INC | 145,214 | $42.8M | 4.8% | $227.25 | +16.62% | 6 qtrssince 2019-Q1 | Increased 60 |
BLACKSTONE INC | 739,500 | $41.9M | 4.7% | $41.81 | +9.24% | 4 qtrssince 2019-Q3 | Increased 61 |
AON PLC | 210,738 | $40.6M | 4.6% | $180.50 | 0.00% | 1 qtr | New 82 |
AMERICAN TOWER CORP | 156,708 | $40.5M | 4.6% | $176.05 | +23.19% | 6 qtrssince 2019-Q1 | Increased 63 |
LUMENTUM HLDGS INC | 497,056 | $40.5M | 4.6% | $57.11 | +37.29% | 6 qtrssince 2019-Q1 | Increased 59 |
NEXTERA ENERGY INC | 164,487 | $39.5M | 4.5% | $43.57 | +17.52% | 6 qtrssince 2019-Q1 | Decreased 0 |
HCA HEALTHCARE INC | 405,907 | $39.4M | 4.4% | $91.93 | 0.00% | 1 qtr | New 81 |
ALPHABET INC | 27,297 | $38.7M | 4.4% | $58.79 | +19.47% | 6 qtrssince 2019-Q1 | Decreased 0 |
TARGET CORP | 320,054 | $38.4M | 4.3% | $67.52 | +49.95% | 6 qtrssince 2019-Q1 | Increased 56 |
SEAGATE TECHNOLOGY PLC | 787,377 | $38.1M | 4.3% | $40.52 | +1812.20% | 2 qtrssince 2020-Q1 | Increased 70 |
PROLOGIS INC. | 405,894 | $37.9M | 4.3% | $73.25 | +6.96% | 5 qtrssince 2019-Q2 | Increased 87 |
TRANE TECHNOLOGIES PLC | 415,431 | $37M | 4.2% | $78.40 | +5.91% | 2 qtrssince 2020-Q1 | Increased 59 |
AMAZON COM INC | 2,864 | $7.9M | 0.9% | $134.02 | 0.00% | 1 qtr | New 55 |
Alphinity Investment Management Pty Ltd manages $887.2M across 25 positions as of Q2 2020. Top holdings: MSFT (9.4%), ATVI (6.2%), MS (5.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Added 4 new positions, exited 4, increased 13, trimmed 8. Top move: MS (NEW, conviction 91). Portfolio: $887M across 25 positions.
Top holdings by portfolio weight
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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
Verify source filings on SEC EDGAR