test

Julie M. Schmuelling

@Gateway Investment Advisers Llc

Latest period2024 - Q4ReportedManaged Assets$8.986BTotal holdings486
Assets growth rate-0.92%Assets growth rate (2-Q avg)0.83%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Gateway Investment Advisers Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 486 positions.

Assets under management

The assets under management (AUM) of Gateway Investment Advisers Llc 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 - Q4, they manage 8.986B in assets, with a quarterly growth rate of -0.92% and a 2-quarter average growth rate of 0.83%. The portfolio is managed by Julie M. Schmuelling, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
LLYEli Lilly & Co
Recent Activity
Decreased -2.58%
1.36%
$121.658M
157,588 shares@ $772.0 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -3.08%
1.21%
$107.922M
570,111 shares@ $189.3 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -5.03%
1.14%
$102.256M
202,142 shares@ $505.87 avg price
HDHome Depot Inc
Recent Activity
Decreased -1.91%
1.12%
$100.623M
258,677 shares@ $388.99 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -2.48%
1.07%
$95.634M
889,044 shares@ $107.57 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -1.07%
1.05%
$94.178M
561,755 shares@ $167.66 avg price
NFLXNetflix Inc
Recent Activity
Decreased -1.13%
1%
$89.193M
100,068 shares@ $891.33 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -7.85%
1%
$88.978M
97,109 shares@ $916.27 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -2.45%
0.86%
$77.185M
1.304M shares@ $59.2 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -2.74%
0.84%
$75.23M
520,193 shares@ $144.63 avg price