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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Institutional Investor • AssetMark
Value
$1587.7B
Stocks
250 Stocks (250 new)
Turnover
N/A
Top Holdings
MGK(6.81%) VOO(4.92%) MGV(4.26%) NVDA(2.38%) MINT(1.98%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| MGK | None | Vanguard Mega Cap Growth Etf - US ETP | General | $4049525.8M | 0 | 6.8% | 0 | No Change |
| VOO | None | Vanguard S&P 500 ETF | General | $2926968.4M | 0 | 4.9% | 0 | No Change |
| MGV | None | VANGUARD WORLD FD | General | $2532153.4M | 0 | 4.3% | 0 | No Change |
| NVDA | None | NVIDIA Corp. | Information Technology | $1415512.1M | 0 | 2.4% | 0 | No Change |
| MINT | None | PIMCO ETF TR | General | $1178243.7M | 0 | 2.0% | 0 | No Change |
| MSFT | None | Microsoft Corp. | Information Technology | $1084765.5M | 0 | 1.8% | 0 | No Change |
| AAPL | None | Apple | Information Technology | $1044552.9M | 0 | 1.8% | 0 | No Change |
| VBR | None | Vanguard Small-Cap Value Etf - US ETP | General | $1029950.7M | 0 | 1.7% | 0 | No Change |
| GOOGL | None | Alphabet, Inc. | Information Technology | $979009.8M | 0 | 1.6% | 0 | No Change |
| IEFA | None | iShares Core MSCI EAFE ETF | General | $946188.5M | 0 | 1.6% | 0 | No Change |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent buys. | ||||
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent sells. | ||||
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| General | 143 | $34605335.0M | 58.2% |
| Information Technology | 30 | $7705148.5M | 12.9% |
| Financials | 20 | $2293343.3M | 3.9% |
| Communication Services | 9 | $1741863.1M | 2.9% |
| Health Care | 15 | $1180769.4M | 2.0% |
| Consumer Discretionary | 6 | $949696.6M | 1.6% |
| Consumer Staples | 8 | $750222.3M | 1.3% |
| Materials | 3 | $510110.3M | 0.9% |
| Industrials | 6 | $435541.0M | 0.7% |
| Energy | 6 | $341156.6M | 0.6% |
| Healthcare | 1 | $197702.6M | 0.3% |
| Utilities | 1 | $186160.8M | 0.3% |
| Real Estate | 2 | $83537.9M | 0.1% |