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Matt Chambers

@Horizon Investments, Llc

Latest period2024 - Q3ReportedManaged Assets$3.769BTotal holdings831
Assets growth rate4.2%Assets growth rate (2-Q avg)-0.44%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Horizon Investments, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 831 positions.

Assets under management

The assets under management (AUM) of Horizon Investments, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 3.769B in assets, with a quarterly growth rate of 4.2% and a 2-quarter average growth rate of -0.44%. The portfolio is managed by Matt Chambers, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
EMXCIshares Inc Msci Emrg Chn
Recent Activity
Exited
0%
$53,458
903 shares@ $59.21 avg price
VFCV F Corp Com
Recent Activity
Exited
0%
$48,614
3,601 shares@ $13.51 avg price
CMAComerica Inc Com
Recent Activity
Exited
0%
$46,702
915 shares@ $51.05 avg price
XRAYDentsply Sirona Inc Com
Recent Activity
Exited
0%
$32,931
1,322 shares@ $24.91 avg price
PECOPhillips Edison Co Inc Common
Recent Activity
Exited
0%
$30,813
942 shares@ $32.72 avg price
SNPEDbx Etf Tr Xtrackers Sp
Recent Activity
Exited
0%
$19,674
393 shares@ $50.07 avg price
ILMNIllumina Inc Com
Recent Activity
Exited
0%
$11,795
113 shares@ $104.39 avg price
EAGGIshares Tr Esg Awr Us Agrgt
Recent Activity
Exited
0%
$7,223
156 shares@ $46.31 avg price
ADXAdams Diversified Equity Fd Co
Recent Activity
Exited
0%
$5,765
274 shares@ $21.05 avg price
SUSAIshares Tr Msci Usa Esg Slc
Recent Activity
Exited
0%
$3,708
33 shares@ $112.37 avg price