Louis Navellier
@Navellier & Associates Inc
Latest period2024 - Q3ReportedManaged Assets$737.688MTotal holdings317
Assets growth rate-13.38%Assets growth rate (2-Q avg)-4.22%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Navellier & Associates Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 317 positions.
Assets under management
The assets under management (AUM) of Navellier & Associates Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 737.688M in assets, with a quarterly growth rate of -13.38% and a 2-quarter average growth rate of -4.22%. The portfolio is managed by Louis Navellier, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
NVDANvidia Corporation
| 9.13% | $67.325M 554,385 shares@ $121.45 avg price | Decreased -7.77% |
EMEEmcor Group, Inc.
| 3.55% | $26.183M 60,815 shares@ $430.54 avg price | Decreased -6.24% |
LLYEli Lilly And Company
| 3% | $22.123M 24,971 shares@ $885.95 avg price | Decreased -6.47% |
COSTCostco Wholesale Corporation
| 2.61% | $19.184M 21,640 shares@ $886.53 avg price | Increased 23.06% |
PWRQuanta Services, Inc.
| 2.38% | $17.554M 58,877 shares@ $298.16 avg price | Decreased -19.45% |
SMCISuper Micro Computer, Inc.
| 2.08% | $15.271M 36,675 shares@ $416.4 avg price | New Position |
NVONovo Nordisk A S Sponsored Adr Class B
| 1.92% | $14.106M 118,465 shares@ $119.08 avg price | Decreased -5.83% |
MSFTMicrosoft Corporation
| 1.88% | $13.813M 32,101 shares@ $430.3 avg price | Decreased -7.76% |
TOLToll Brothers, Inc.
| 1.87% | $13.735M 88,906 shares@ $154.49 avg price | Decreased -8.76% |
AAPLApple Inc.
| 1.83% | $13.429M 57,634 shares@ $233.01 avg price | Decreased -4.11% |