Vaughan Nelson Investment Management, L.P. has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $10 Billion distributed in 749 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $298M, Amazon Com Inc with a value of $283M, Intercontinental Exchange, Inc. with a value of $236M, Berkshire Hathaway Inc Class B with a value of $229M, and Nvidia Corp with a value of $219M.
Examining the 13F form we can see an decrease of $759M in the current position value, from $10.8B to 10B.
Below you can find more details about Vaughan Nelson Investment Management, L.P. portfolio as well as his latest detailed transactions.
Portfolio value
$10 Billion
Financial Services: $2.13 Billion
Industrials: $1.5 Billion
Technology: $1.42 Billion
Consumer Cyclical: $1.09 Billion
Healthcare: $736 Million
Energy: $595 Million
Communication Services: $577 Million
Real Estate: $570 Million
Other: $1.27 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
