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 |
---|---|---|---|
PGRProgressive Corporation
| 1.26% | $9.286M 36,594 shares@ $253.77 avg price | Decreased -7.76% |
VRTVertiv Holdings Co. Class A
| 1.24% | $9.127M 91,741 shares@ $99.5 avg price | Decreased -4.8% |
TRGPTarga Resources Corp.
| 1.2% | $8.837M 59,704 shares@ $148.02 avg price | Decreased -5.48% |
PSNParsons Corporation
| 1.16% | $8.509M 82,071 shares@ $103.68 avg price | Decreased -2.79% |
XOMExxon Mobil Corporation
| 1.13% | $8.294M 70,752 shares@ $117.22 avg price | Decreased -57.95% |
CRWDCrowdstrike Holdings, Inc. Class A
| 1.03% | $7.571M 26,993 shares@ $280.48 avg price | Decreased -8.98% |
ETNEaton Corp. Plc
| 0.99% | $7.3M 22,025 shares@ $331.44 avg price | Decreased -41.99% |
HWMHowmet Aerospace Inc.
| 0.93% | $6.826M 68,094 shares@ $100.26 avg price | Decreased -11.27% |
ABBVAbbvie, Inc.
| 0.91% | $6.66M 33,723 shares@ $197.48 avg price | Decreased -3.88% |
PSXPhillips 66
| 0.86% | $6.278M 47,759 shares@ $131.45 avg price | Decreased -43.98% |