| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 03/24/2025 |
|
Adviser Type
- Large advisory firm - An investment adviser (or subadviser) to an investment company |
|
| Number of Employees | 104 6.12% |
| of those in investment advisory functions | 35 -2.78% |
| Registration | SEC, Approved, 04/14/2005 |
| AUM* | 74,000,000,000 38.96% |
| of that, discretionary | 74,000,000,000 38.96% |
| Private Fund GAV* | 0 |
| Avg Account Size | 564,885,496 28.36% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 240 xxxxxxx |
| Websites |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
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| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$2,035,902,751 | % Position5.00% | $ Change20.00% | # Change23.00% |
| Stck Ticker11135F101 | Stock NameBROADCOM INC | $ Position$1,166,607,521 | % Position3.00% | $ Change18.00% | # Change-12.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$1,425,483,236 | % Position3.00% | $ Change45.00% | # Change23.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$673,194,907 | % Position2.00% | $ Change41.00% | # Change23.00% |
| Stck Ticker30303M102 | Stock NameMETA PLATFORMS INC | $ Position$778,342,449 | % Position2.00% | $ Change-12.00% | # Change-14.00% |
| Stck Ticker88160R101 | Stock NameTESLA INC | $ Position$844,223,887 | % Position2.00% | $ Change52.00% | # Change-1.00% |
| Stck Ticker00724F101 | Stock NameADOBE INC | $ Position$263,122,048 | % Position1.00% | $ Change2.00% | # Change19.00% |
| Stck Ticker172908105 | Stock NameCINTAS CORP | $ Position$256,862,864 | % Position1.00% | $ Change-8.00% | # Change3.00% |