Alphinity Investment Management Pty Ltd
Institutional investor · Portfolio as of Q4 2020
Top Holdings27 positions
Microsoft Corp | 371,107 | $82.5M | 6.9% | $122.32 | +73.38% | 8 qtrssince 2019-Q1 | Increased 59 |
Morgan Stanley | 1.1M | $76.9M | 6.5% | $41.60 | +38.15% | 3 qtrssince 2020-Q2 | Increased 65 |
Alphabet Inc | 43,743 | $76.7M | 6.4% | $64.34 | +34.92% | 8 qtrssince 2019-Q1 | Increased 60 |
Bank of America Corp | 2.2M | $66.8M | 5.6% | $21.92 | +21.23% | 2 qtrssince 2020-Q3 | Increased 70 |
NIKE Inc | 415,978 | $58.8M | 4.9% | $84.42 | +56.17% | 4 qtrssince 2020-Q1 | Increased 58 |
Amazon.com Inc | 17,973 | $58.5M | 4.9% | $154.88 | +6.08% | 3 qtrssince 2020-Q2 | Increased 67 |
Target Corp | 323,781 | $57.2M | 4.8% | $68.46 | +118.85% | 8 qtrssince 2019-Q1 | Increased 55 |
Keysight Technologies Inc | 431,683 | $57M | 4.8% | $86.56 | +52.60% | 8 qtrssince 2019-Q1 | Increased 55 |
Eli Lilly & Co | 327,366 | $55.3M | 4.6% | $143.25 | +11.31% | 2 qtrssince 2020-Q3 | Increased 67 |
Activision Blizzard Inc | 593,403 | $55.1M | 4.6% | — | — | 4 qtrssince 2020-Q1 | Decreased 0 |
Ingersoll-Rand PLC | 371,808 | $54M | 4.5% | $78.41 | +73.35% | 4 qtrssince 2020-Q1 | Decreased 0 |
Visa Inc | 232,484 | $50.9M | 4.3% | $201.74 | +4.17% | 8 qtrssince 2019-Q1 | Increased 88 |
UnitedHealth Group Inc | 133,283 | $46.7M | 3.9% | $227.80 | +39.59% | 8 qtrssince 2019-Q1 | Decreased 0 |
Otis Worldwide Corp | 690,717 | $46.7M | 3.9% | $57.57 | +7.00% | 2 qtrssince 2020-Q3 | Increased 56 |
Blackstone Group LP/The | 691,815 | $44.8M | 3.8% | $41.83 | +28.68% | 6 qtrssince 2019-Q3 | Decreased 0 |
NextEra Energy Inc | 568,497 | $43.9M | 3.7% | $43.57 | +52.48% | 8 qtrssince 2019-Q1 | Increased 87 |
YUM CHINA HOLDING INC | 767,994 | $43.8M | 3.7% | $43.50 | +24.32% | 8 qtrssince 2019-Q1 | Increased 55 |
FMC Corp | 375,267 | $43.1M | 3.6% | $72.81 | -88.53% | 4 qtrssince 2020-Q1 | Decreased 0 |
Lumentum Holdings Inc | 437,263 | $41.5M | 3.5% | $57.54 | +65.28% | 8 qtrssince 2019-Q1 | Increased 55 |
HCA Healthcare Inc | 209,756 | $34.5M | 2.9% | $91.93 | +69.13% | 3 qtrssince 2020-Q2 | Decreased 0 |
Alphinity Investment Management Pty Ltd manages $1.2B across 27 positions as of Q4 2020. Top holdings: MSFT (6.9%), MS (6.5%), GOOGL (6.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Added 2 new positions, exited 1, increased 14, trimmed 11. Top move: V (INCREASED, conviction 88). Portfolio: $1.2B across 27 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
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
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