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Diana H. Inman

@Franklin Street Advisors Inc Nc

Latest period2024 - Q4ReportedManaged Assets$1.504BTotal holdings168
Assets growth rate1.48%Assets growth rate (2-Q avg)3.66%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Franklin Street Advisors Inc Nc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 168 positions.

Assets under management

The assets under management (AUM) of Franklin Street Advisors Inc Nc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.504B in assets, with a quarterly growth rate of 1.48% and a 2-quarter average growth rate of 3.66%. The portfolio is managed by Diana H. Inman, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NEENextera Energy Inc
Recent Activity
Decreased -2.16%
0.06%
$872,000
12,166 shares@ $71.68 avg price
SYKStryker Corp
Recent Activity
0.06%
$857,000
2,380 shares@ $360.09 avg price
VISVanguard World Funds Indls Etf
Recent Activity
0.06%
$803,000
3,157 shares@ $254.36 avg price
ECLEcolab Inc Com
Recent Activity
Decreased -25.7%
0.06%
$775,000
3,309 shares@ $234.21 avg price
DKNGDraftkings, New Cl A
Recent Activity
0.05%
$744,000
20,000 shares@ $37.2 avg price
PYPLPaypal Holdings Inc
Recent Activity
Decreased -53.04%
0.05%
$733,000
8,592 shares@ $85.32 avg price
SUPNSupernus Pharmaceuticals Inc
Recent Activity
0.05%
$723,000
20,000 shares@ $36.15 avg price
SOSouthern Co
Recent Activity
Increased 0.07%
0.05%
$674,000
8,191 shares@ $82.29 avg price
SBRSabine Royalty Trust Ubi
Recent Activity
0.05%
$653,000
10,081 shares@ $64.78 avg price
GILDGilead Sciences Inc Com
Recent Activity
0.05%
$642,000
6,950 shares@ $92.38 avg price