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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
ADBEAdobe Inc
| 0.58% | $51.59M 116,016 shares@ $444.69 avg price | Decreased -5.15% |
LOWLowes Cos Inc
| 0.57% | $50.859M 206,072 shares@ $246.81 avg price | Decreased -0.48% |
ADPAutomatic Data Processing In
| 0.57% | $50.735M 173,317 shares@ $292.74 avg price | Decreased -0.09% |
BKNGBooking Holdings Inc
| 0.55% | $49.376M 9,938 shares@ $4968.43 avg price | Decreased -4.04% |
PEPPepsico Inc
| 0.55% | $48.665M 320,036 shares@ $152.07 avg price | Decreased -5.01% |
PHParker-hannifin Corp
| 0.54% | $47.687M 74,975 shares@ $636.04 avg price | Decreased -0.1% |
TAt&t Inc
| 0.53% | $47.319M 2.078M shares@ $22.77 avg price | Increased 31.43% |
WMWaste Mgmt Inc Del
| 0.52% | $46.494M 230,410 shares@ $201.8 avg price | Decreased -0.53% |
AMDAdvanced Micro Devices Inc
| 0.5% | $44.77M 370,641 shares@ $120.79 avg price | Decreased -2.2% |
QCOMQualcomm Inc
| 0.5% | $44.416M 289,130 shares@ $153.62 avg price | Decreased -0.07% |