Smith Group Asset Management, LLC has filed its 13F form on April 30, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.75 Trillion distributed in 178 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $93.1B, Apple Inc. with a value of $70.4B, Meta Platforms, Inc. with a value of $58B, Medpace Holdings, Inc. with a value of $43.1B, and Cadence Design Systems Inc with a value of $42.3B.
Examining the 13F form we can see an increase of $29.1B in the current position value, from $1.72T to 1.75T.
Smith Group Asset Management, LLC is based out at Dallas, TX
Below you can find more details about Smith Group Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.75 Trillion
Technology: $564 Billion
Healthcare: $245 Billion
Financial Services: $233 Billion
Consumer Cyclical: $192 Billion
Communication Services: $169 Billion
Industrials: $135 Billion
Consumer Defensive: $107 Billion
Energy: $49.9 Billion
Other: $31.9 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions