I am a discretionary fund manager / multimanager I am a financial paraplanner I work in financial services I am a private investor This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies fr...
MSCI ESG Quality Score (0-10) as of Dec 21, 2024 6.3 Fund Lipper Global Classification as of Dec 21, 2024 Equity US MSCI Weighted Average Carbon Intensity (Tons CO2E/$M SALES) as of Dec 21, 2024 153.33 MSCI Implied Temperature Rise (0-3.0+ °C) ...
The 13F is a mandatory, quarterly report that is filed by institutional investment managers with over $100 million in AUM. RankNameSectorValue of Holdings (USD billions) 1 Apple Information Technology $171 2 Microsoft Information Technology $155 3 Amazon Consumer Discretionary $63 4 Nvidia Informati...
Ind. Managers Global Holdings Inv. Advisor Info Ownership/Private Fund Data 13D/G Insider (Form 4) Comments and Updates 2024-09-30 Top Buys (13F) By Change in % Portfolio By Largest Value Name% Change SPYSPDR S&P 500 ETF TRU(CALL)11.93% ...
The Group provides discretionary rewards and bonuses to staff members based on their performance, contribution to the Group and the Group's profitability. Ms. Zhang Dong Fang was appointed Chief Executive Officer of the Company with effect from 22 February 2010. Ms. Zhang has extensive experience ...
INFORMATION TECHNOLOGYINDUSTRIALSCONSUMER STAPLESTRANSPORTSUTILITIES AND TELECOMMUNICATIONSFINANCEHEALTH CAREMATERIALSCONSUMER DISCRETIONARYENERGYCOMMUNICATIONSQ4 2022Q1 2023Q2 2023Q3 2023Q4 2023 2024-09-30 Analysis Metrics 13F Portfolio Analysis Risk/Reward Scatterplot Market Value% Top 10TurnoverTurnover AltUp ...
8.SQQQ– ProShares UltraPro ShortQQQ SQQQETFoffers 3x daily short leverage to theNASDAQ-100 Index, which is heavily weighted on the technology, consumer discretionary, and communication services sectors, made it to the list as these sectors posted declines of over 4%, 2%, and 1% respectively...
Currently, the fund holds a concentrated portfolio of 57 companies. The portfolio has significant allocations toward financials (33.43%), information technology (13.82%), and consumer discretionary (10.03%). Some of its largest holdings include Infosys Inc. (7.72%),ICICIBank Ltd. (7.46%), and ...
With net assets of $482.2 billion as of April 2024, the fund's asset allocation skews in favor of information technology, healthcare, and consumer discretionary, forming 29.2%, 12.3%, and 10.3% of its portfolio, respectively.5 The fund holds about 365.8 million shares of Apple, 2.39% of ...
The firm had 336.27 million shares of Amazon in itsportfolio. This is about 3.3% of the company's outstanding shares.7State Street's Consumer Discretionary Select Sector Fund (XLY) provides investors with access to Amazon stock, holding 31.74 million shares or 22.67% of its portfolio.23 ...