IP

Index Portfolio

Mutual Fund
Index Portfolio
Last update 2022-08-26 504 Stocks (2 new)
Value $1.13 Bil Turnover 0 %
Countries:
Top Holdings: AAPL(6.60%)MSFT(5.83%)AMZN(3.01%)GOOGL(1.96%)TSLA(1.82%)
Summary Stock Picks Current Portfolio
Index Portfolio Top Holdings of 2022-05-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
501,818
74,690.6
-2.06%
6.600
-0.14%
0.000
+5.24%
-14.52%
3,189,545.6
Hardware
MSFT
Microsoft Corp
242,659
65,971.7
-1.68%
5.830
-0.10%
0.000
+33.94%
+18.80%
3,707,650.2
Software
AMZN
Amazon.com Inc
283,280
34,052.9
-1.21%
3.010
-0.04%
0.000
+25.22%
+1.83%
2,371,799.3
Retail - Cyclical
GOOGL
Alphabet Inc
194,700
22,149.5
-1.55%
1.960
-0.03%
0.000
+19.26%
-4.94%
2,184,120.1
Interactive Media
TSLA
Tesla Inc
81,291
20,546.6
+1.34%
1.820
+0.02%
0.000
+17.98%
-21.91%
1,015,728.5
Vehicles & Parts
GOOG
Alphabet Inc
179,820
20,506.5
-2.18%
1.810
-0.04%
0.000
+18.43%
-4.97%
2,184,120.1
Interactive Media
BRK.B
Berkshire Hathaway Inc
59,278
18,730.7
-1.53%
1.660
-0.02%
0.000
-8.52%
+7.00%
1,046,283.1
Insurance
JNJ
Johnson & Johnson
85,212
15,298.1
-1.53%
1.350
-0.02%
0.000
-1.55%
+9.67%
375,371.5
Drug Manufacturers
UNH
UnitedHealth Group Inc
30,486
15,144.8
-1.53%
1.340
-0.02%
0.000
-42.50%
-38.31%
279,898.2
Healthcare Plans
NVDA
NVIDIA Corp
809,200
15,109.4
-1.53%
1.340
-0.03%
0.000
+56.53%
+18.67%
3,885,913.3
Semiconductors

Index Portfolio's Historical Top Holdings Breakdowns

Index Portfolio Total Holding History ($B)

To

Index Portfolio's Asset Allocation

To

Index Portfolio Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Index Portfolio's Hypothetical Growth since 2022-05-31

Index Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

Index Portfolio's Holdings Heat Map

Size field:

Index Portfolio's Holdings Bubble Chart

Index Portfolio News

  • 1

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