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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JPMJ P Morgan Chase And Co
Recent Activity
Decreased -1.27%
2.07%
$246.734M
1.17M shares@ $210.86 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 1.3%
2.01%
$238.942M
555,291 shares@ $430.3 avg price
UNHUnitedhealth Gp Inc
Recent Activity
Increased 7.3%
1.74%
$207.1M
354,210 shares@ $584.69 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 0.77%
1.71%
$203.898M
1.739M shares@ $117.23 avg price
BSXBoston Scientific Corp
Recent Activity
Decreased -1.19%
1.6%
$190.848M
2.277M shares@ $83.8 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -0.24%
1.43%
$170.248M
862,102 shares@ $197.49 avg price
METAMeta Platforms Inc Cl A
Recent Activity
Decreased -2.7%
1.31%
$156.361M
273,149 shares@ $572.44 avg price
NVDANvidia Corp
Recent Activity
Decreased -4.87%
1.23%
$146.376M
1.205M shares@ $121.45 avg price
BACBank America Corp
Recent Activity
Decreased -1.48%
1.23%
$146.132M
3.683M shares@ $39.69 avg price
AAPLApple Inc
Recent Activity
Increased 4.41%
1.23%
$145.956M
626,422 shares@ $233.01 avg price