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Vikram Chugh

@Robertson Stephens Wealth Management, Llc

Latest period2024 - Q3ReportedManaged Assets$2.759BTotal holdings616
Assets growth rate38.92%Assets growth rate (2-Q avg)22.13%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Robertson Stephens Wealth Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 616 positions.

Assets under management

The assets under management (AUM) of Robertson Stephens Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.759B in assets, with a quarterly growth rate of 38.92% and a 2-quarter average growth rate of 22.13%. The portfolio is managed by Vikram Chugh, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
APGApi Group Corp
Recent Activity
New Position
0.07%
$1.894M
57,360 shares@ $33.02 avg price
CHEChemed Corp New
Recent Activity
New Position
0.07%
$1.849M
3,076 shares@ $601.03 avg price
CRLCharles Riv Labs Intl Inc
Recent Activity
New Position
0.07%
$1.769M
8,983 shares@ $196.98 avg price
QQQEDirexion Shs Etf Tr
Recent Activity
New Position
0.07%
$1.703M
18,849 shares@ $90.37 avg price
DWMWisdomtree Tr
Recent Activity
New Position
0.06%
$1.655M
28,759 shares@ $57.56 avg price
OWLBlue Owl Capital Inc
Recent Activity
New Position
0.06%
$1.603M
82,808 shares@ $19.36 avg price
VCLTVanguard Scottsdale Fds
Recent Activity
New Position
0.06%
$1.592M
19,594 shares@ $81.24 avg price
CORCencora Inc
Recent Activity
New Position
0.06%
$1.586M
7,045 shares@ $225.09 avg price
CBRECbre Group Inc
Recent Activity
New Position
0.06%
$1.581M
12,698 shares@ $124.48 avg price
CLHClean Harbors Inc
Recent Activity
New Position
0.06%
$1.57M
6,494 shares@ $241.72 avg price