Financial Counselors Inc Portfolio Holdings
Financial Counselors Inc
- $6.67 Billion
- Q3 2024
Financial Counselors Inc has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $6.67 Billion distributed in 586 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $329M, Microsoft Corp with a value of $303M, Nvidia Corp with a value of $220M, Vanguard Mid Cap ETF with a value of $220M, and Amazon Com Inc with a value of $163M.
Examining the 13F form we can see an increase of $488M in the current position value, from $6.18B to 6.67B.
Below you can find more details about Financial Counselors Inc portfolio as well as his latest detailed transactions.
Portfolio value
$6.67 Billion
ETFs: $1.56 Billion
Technology: $1.34 Billion
Financial Services: $682 Million
Healthcare: $612 Million
Industrials: $572 Million
Consumer Cyclical: $529 Million
Consumer Defensive: $433 Million
Communication Services: $354 Million
Other: $587 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 586
- Current Value $6.67 Billion
- Prior Value $6.18 Billion
- Filing
- Period Q3 2024
- Filing Date November 13, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 45 stocks
- Additional Purchases 263 stocks
- Sold out of 0 stocks
- Reduced holdings in 227 stocks