Ellen York
@Price T Rowe Associates Inc Md
Latest period2024 - Q3ReportedManaged Assets$868.561BTotal holdings3008
Assets growth rate3.94%Assets growth rate (2-Q avg)3.19%Continuous growth in asset value4 quarters
Portfolio positions
This chart displays the top 10 holdings in Price T Rowe Associates Inc Md's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 3008 positions.
Assets under management
The assets under management (AUM) of Price T Rowe Associates Inc Md over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 868.561B in assets, with a quarterly growth rate of 3.94% and a 2-quarter average growth rate of 3.19%. The portfolio is managed by Ellen York, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
SCHWSchwab Charles Corp
| 0.66% | $5.691B 87.814M shares@ $64.82 avg price | Increased 3.08% |
DHRDanaher Corporation
| 0.66% | $5.691B 20.47M shares@ $278.03 avg price | Increased 5.59% |
AVGOBroadcom Inc
| 0.65% | $5.581B 32.353M shares@ $172.51 avg price | Increased 810.34% |
KVUEKenvue Inc
| 0.64% | $5.497B 237.674M shares@ $23.14 avg price | Increased 34.19% |
ELVElevance Health Inc
| 0.61% | $5.28B 10.154M shares@ $520.01 avg price | Decreased -12.81% |
INTUIntuit
| 0.61% | $5.215B 8.398M shares@ $621.01 avg price | Decreased -2.19% |
GEGe Aerospace
| 0.59% | $5.068B 26.873M shares@ $188.59 avg price | Increased 0.21% |
BRK.BBerkshire Hathaway Inc Del
| 0.59% | $5.053B 10.98M shares@ $460.27 avg price | Decreased -0.05% |
CBChubb Limited
| 0.58% | $5B 17.339M shares@ $288.4 avg price | Decreased -1.33% |
AZNAstrazeneca Plc
| 0.57% | $4.9B 62.893M shares@ $77.92 avg price | Decreased -3.15% |