Alphinity Investment Management Pty Ltd
Institutional investor · Portfolio as of Q4 2019
Top Holdings24 positions
UnitedHealth Group Inc | 210,006 | $61.7M | 6.8% | $223.53 | +19.21% | 4 qtrssince 2019-Q1 | Increased 62 |
Alphabet Inc | 45,564 | $61M | 6.8% | $58.79 | +12.84% | 4 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp | 363,131 | $57.3M | 6.3% | $113.62 | +30.96% | 4 qtrssince 2019-Q1 | Decreased 0 |
Bank of America Corp | 1.5M | $52.7M | 5.8% | $23.88 | +27.07% | 4 qtrssince 2019-Q1 | Decreased 0 |
Target Corp | 339,545 | $43.5M | 4.8% | $66.35 | +64.05% | 4 qtrssince 2019-Q1 | Decreased 0 |
Lumentum Holdings Inc | 494,076 | $39.2M | 4.3% | $55.19 | +44.23% | 4 qtrssince 2019-Q1 | Decreased 0 |
| 290,488 | $38.6M | 4.3% | — | — | 4 qtrssince 2019-Q1 | Increased 59 | |
Mondelez International Inc | 668,846 | $36.8M | 4.1% | $42.97 | +10.33% | 4 qtrssince 2019-Q1 | Decreased 0 |
NextEra Energy Inc | 150,398 | $36.4M | 4.0% | $42.44 | +20.37% | 4 qtrssince 2019-Q1 | Decreased 0 |
Merck & Co Inc | 394,227 | $35.9M | 4.0% | $64.56 | +11.27% | 4 qtrssince 2019-Q1 | Decreased 0 |
Lowe's Cos Inc | 295,759 | $35.4M | 3.9% | $94.93 | +12.83% | 4 qtrssince 2019-Q1 | Decreased 0 |
Comcast Corp | 784,539 | $35.3M | 3.9% | $31.80 | +11.94% | 4 qtrssince 2019-Q1 | Increased 64 |
Walt Disney Co/The | 241,503 | $34.9M | 3.9% | $113.43 | -4.74% | 4 qtrssince 2019-Q1 | Increased 65 |
YUM CHINA HOLDING INC | 709,832 | $34.1M | 3.8% | $42.35 | +7.11% | 4 qtrssince 2019-Q1 | Increased 61 |
Reinsurance Group of America I | 205,852 | $33.6M | 3.7% | $127.92 | +100.12% | 4 qtrssince 2019-Q1 | Increased 65 |
FleetCor Technologies Inc | 115,905 | $33.3M | 3.7% | — | — | 4 qtrssince 2019-Q1 | Decreased 0 |
Keysight Technologies Inc | 323,149 | $33.2M | 3.7% | $87.20 | +17.69% | 4 qtrssince 2019-Q1 | Decreased 0 |
American Express Co | 253,738 | $31.6M | 3.5% | $108.64 | +4.98% | 2 qtrssince 2019-Q3 | Increased 61 |
Blackstone Group LP/The | 555,286 | $31.1M | 3.4% | $41.94 | +7.42% | 2 qtrssince 2019-Q3 | Increased 77 |
Baxter International Inc | 361,219 | $30.2M | 3.3% | $72.39 | +2.40% | 3 qtrssince 2019-Q2 | Decreased 0 |
Alphinity Investment Management Pty Ltd manages $904M across 24 positions as of Q4 2019. Top holdings: UNH (6.8%), GOOGL (6.8%), MSFT (6.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Exited 1, increased 9, trimmed 15. Top move: BX (INCREASED, conviction 77). Portfolio: $904M across 24 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR