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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
ORCLOracle Corp
Recent Activity
Decreased -5.67%
0.74%
$65.782M
394,753 shares@ $166.64 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -15.75%
0.74%
$65.758M
370,051 shares@ $177.71 avg price
RTXRtx Corporation
Recent Activity
Decreased -0.64%
0.71%
$63.687M
550,355 shares@ $115.73 avg price
ABTAbbott Labs
Recent Activity
Decreased -2.16%
0.68%
$60.599M
535,754 shares@ $113.12 avg price
CRMSalesforce Inc
Recent Activity
Decreased -1.23%
0.67%
$60.126M
179,840 shares@ $334.33 avg price
NOWServicenow Inc
Recent Activity
Decreased -2.73%
0.65%
$58.08M
54,786 shares@ $1060.12 avg price
CVXChevron Corp New
Recent Activity
Decreased -2.51%
0.65%
$57.672M
398,175 shares@ $144.84 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Decreased -2.47%
0.64%
$57.183M
109,554 shares@ $521.97 avg price
CATCaterpillar Inc
Recent Activity
Decreased -2.48%
0.64%
$56.843M
156,695 shares@ $362.76 avg price
WFCWells Fargo Co New
Recent Activity
Decreased -1.58%
0.63%
$55.756M
793,794 shares@ $70.25 avg price