Location
Baltimore, MD
Holdings as of
9/30/2021
Date filed
10/29/2021
Form type
13F-HR
Num holdings
1,511
Total value ($000)
$3,528,927
Net value change ($000)
+470,227 (15.4%)
New positions
596
Sold out positions
16
Turnover %
13.7%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q2 2021
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MDT 13,015 NEW
GE 8,887 NEW
TSLA 8,801 22.6%
MSFT 5,833 3.7%
AON 4,972 NEW
ETN 4,667 NEW
GOOGL 4,402 7.6%
MRNA 3,892 65.3%
IHS Markit Ltd. 3,380 NEW
TT 3,230 NEW
Top Reduces (Value $000, Stocks/ETFs)
AMZN -11,367 -9.4%
GE -8,634 -100.0%
ALXN -3,035 -100.0%
PYPL -2,678 -10.2%
ZM -2,280 -35.2%
MAXIM INTEGRATED PRODUCTS INC -2,089 -100.0%
IWB -1,932 -100.0%
META -1,703 -2.7%
Slack Technologies, Inc. -1,693 -100.0%
V -1,556 -5.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type