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Erkko Etula

@Brooklyn Investment Group

Latest period2024 - Q4ReportedManaged Assets$335.562MTotal holdings1943
Assets growth rate10.41%Assets growth rate (2-Q avg)20.58%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Brooklyn Investment Group's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 1943 positions.

Assets under management

The assets under management (AUM) of Brooklyn Investment Group over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 335.562M in assets, with a quarterly growth rate of 10.41% and a 2-quarter average growth rate of 20.58%. The portfolio is managed by Erkko Etula, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVDANvidia Corporation
Recent Activity
Decreased -20.39%
4.49%
$15.055M
112,109 shares@ $134.29 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -7.85%
1.2%
$4.011M
5,196 shares@ $771.87 avg price
MSMorgan Stanley
Recent Activity
Decreased -0.29%
1.08%
$3.6M
28,637 shares@ $125.72 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -5.5%
0.89%
$2.969M
5,870 shares@ $505.83 avg price
XOMExxon Mobil Corporation Cmn
Recent Activity
Decreased -6.35%
0.76%
$2.531M
23,530 shares@ $107.57 avg price
KOCoca Cola Co
Recent Activity
Decreased -1.83%
0.66%
$2.202M
35,366 shares@ $62.26 avg price
NEENextera Energy Inc
Recent Activity
Decreased -2.4%
0.41%
$1.359M
18,957 shares@ $71.69 avg price
TMUST Mobile Us Inc
Recent Activity
Decreased -0.5%
0.34%
$1.13M
5,121 shares@ $220.69 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -20%
0.34%
$1.111M
11,171 shares@ $99.48 avg price
PEPPepsico Inc
Recent Activity
Decreased -10.21%
0.3%
$991,955
6,524 shares@ $152.05 avg price