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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
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
MSMorgan Stanley
Recent Activity
Decreased -1.27%
0.62%
$55.362M
440,362 shares@ $125.73 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -5.64%
0.62%
$55.168M
554,562 shares@ $99.48 avg price
BSXBoston Scientific Corp
Recent Activity
Decreased -0.88%
0.6%
$53.594M
600,025 shares@ $89.32 avg price
HONHoneywell Intl Inc
Recent Activity
Decreased -0.09%
0.6%
$53.508M
236,878 shares@ $225.89 avg price
AJGGallagher Arthur J & Co
Recent Activity
Decreased -0.04%
0.6%
$53.079M
186,997 shares@ $283.86 avg price
DISDisney Walt Co
Recent Activity
Increased 0.44%
0.58%
$51.667M
464,003 shares@ $111.35 avg price
MCDMcdonalds Corp
Recent Activity
Increased 3.54%
0.58%
$51.615M
178,049 shares@ $289.9 avg price