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 |
---|---|---|---|
CIVIXCauseway Cap Mgmt Tr Intl Valu
| 0.74% | $87.337M 3.963M shares@ $22.04 avg price | Increased 0.38% |
IVVIshares Core S And P 500 Etf
| 0.73% | $87.162M 151,108 shares@ $576.82 avg price | Decreased -0.43% |
MUMicron Tech Inc
| 0.73% | $86.438M 833,453 shares@ $103.72 avg price | Decreased -7.64% |
PEPPepsico Inc
| 0.72% | $85.542M 503,041 shares@ $170.05 avg price | Increased 0.1% |
CORCencora Inc
| 0.72% | $85.341M 379,159 shares@ $225.09 avg price | Decreased -15.71% |
LMGNXLegg Mason Global Asset Manage
| 0.71% | $84.176M 1.192M shares@ $70.62 avg price | Increased 0.35% |
DDDupont De Nemours Inc
| 0.7% | $83.062M 932,133 shares@ $89.11 avg price | Increased 6.76% |
MDLZMondelez Intl Inc
| 0.68% | $81.021M 1.1M shares@ $73.67 avg price | Decreased -0.09% |
AMZNAmazon Com Inc
| 0.68% | $80.304M 430,978 shares@ $186.34 avg price | Decreased -1.67% |
CSCOCisco Sys Inc
| 0.67% | $79.548M 1.495M shares@ $53.22 avg price | Increased 0.01% |