Heather Alvarado
@Great Lakes Advisors, Llc
Latest period2024 - Q3ReportedManaged Assets$11.944BTotal holdings831
Assets growth rate5.98%Assets growth rate (2-Q avg)0.78%Continuous growth in asset value1 quarters
Portfolio positions
This chart displays the top 10 holdings in Great Lakes Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 831 positions.
Assets under management
The assets under management (AUM) of Great Lakes Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 11.944B in assets, with a quarterly growth rate of 5.98% and a 2-quarter average growth rate of 0.78%. The portfolio is managed by Heather Alvarado, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
PWRQuanta Services Inc
| 1.05% | $125.323M 420,336 shares@ $298.16 avg price | Increased 0.35% |
TMOThermo Fisher Scientific
| 1.04% | $123.258M 199,264 shares@ $618.57 avg price | Increased 0.94% |
RTXRtx Corporation
| 1.01% | $119.858M 989,251 shares@ $121.16 avg price | Increased 0.2% |
ICEIntercontinental Exchange Inc
| 0.99% | $117.114M 729,048 shares@ $160.64 avg price | Increased 0.85% |
COPConocophillips
| 0.9% | $106.906M 1.015M shares@ $105.29 avg price | Increased 0.06% |
AMTAmerican Tower Corp
| 0.87% | $102.938M 442,631 shares@ $232.57 avg price | Increased 2.29% |
TXTTextron Inc
| 0.8% | $95.35M 1.076M shares@ $88.58 avg price | Increased 4.52% |
AXPAmerican Express Co
| 0.8% | $94.737M 349,326 shares@ $271.21 avg price | Increased 2.45% |
CSXCsx Corp
| 0.77% | $91.076M 2.638M shares@ $34.53 avg price | Increased 0.45% |
APDAir Prod And Chem Inc
| 0.77% | $90.851M 305,134 shares@ $297.74 avg price | Increased 1.31% |