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 |
---|---|---|---|
TWLOTwilio Inc
| 0.04% | $3.561M 32,948 shares@ $108.09 avg price | Increased 7.1% |
MCKMckesson Corp
| 0.04% | $3.386M 5,941 shares@ $569.94 avg price | Increased 25.63% |
ATOAtmos Energy Corp
| 0.04% | $3.119M 22,395 shares@ $139.28 avg price | Increased 62.29% |
CSGPCostar Group Inc
| 0.04% | $3.084M 43,077 shares@ $71.59 avg price | Increased 41.78% |
GGGGraco Inc
| 0.04% | $2.925M 34,701 shares@ $84.29 avg price | Increased 0.26% |
CCKCrown Hldgs Inc
| 0.04% | $2.855M 34,521 shares@ $82.69 avg price | Increased 2.28% |
FIVEFive Below Inc
| 0.03% | $2.655M 25,297 shares@ $104.96 avg price | Increased 691.77% |
PRUPrudential Finl Inc
| 0.03% | $2.607M 21,998 shares@ $118.54 avg price | Increased 56.12% |
GSGoldman Sachs Group Inc
| 0.03% | $2.384M 4,163 shares@ $572.62 avg price | Increased 2.54% |
LKQLkq Corp
| 0.03% | $2.329M 63,365 shares@ $36.76 avg price | Increased 149.11% |