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Northern Trust

NORTHERN TRUST CORP

50 S LASALLE ST, CHICAGO, IL 60603 • 3126306000

Q4 2024 · Filed 2025-02-14
Market Value
$706.2B
+15.6%
Holdings
7,180
+118
New Purchases
118
Added To
3,552
Closed
2,739
Reduced
526
Top 10 Concentration
28.9%
Turnover
39.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TSLA 1.63% 1.01% +0.63% $11.5B
NVDA 5.07% 4.58% +0.49% $35.8B
AMZN 3.02% 2.60% +0.42% $21.3B
AVGO 1.61% 1.24% +0.37% $11.4B
AAPL 6.08% 5.77% +0.31% $42.9B
GOOGL 1.87% 1.61% +0.25% $13.2B
BLK 0.23% 0.00% +0.23% $1.6B
GOOG 1.54% 1.35% +0.19% $10.9B
LRCX 0.16% 0.00% +0.16% $1.1B
ANET 0.16% 0.00% +0.16% $1.1B
JPM 1.15% 1.01% +0.14% $8.1B
V 0.82% 0.70% +0.12% $5.8B
NFLX 0.58% 0.46% +0.11% $4.1B
PLTR 0.21% 0.10% +0.11% $1.5B
CRM 0.53% 0.43% +0.11% $3.8B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GUNR 0.42% 0.60% -0.18% $2.9B
LLY 1.03% 1.20% -0.16% $7.3B
SPY 1.12% 1.26% -0.14% $7.9B
UNH 0.68% 0.81% -0.13% $4.8B
XOM 0.70% 0.83% -0.12% $5.0B
BRK-B 1.06% 1.15% -0.10% $7.5B
JNJ 0.63% 0.73% -0.10% $4.5B
AMD 0.29% 0.38% -0.09% $2.1B
KO 0.39% 0.47% -0.08% $2.7B
MSFT 5.00% 5.08% -0.08% $35.3B
ABBV 0.55% 0.63% -0.08% $3.9B
VEA 0.28% 0.36% -0.08% $2.0B
ITW 0.49% 0.56% -0.07% $3.5B
PEP 0.35% 0.42% -0.07% $2.5B
EFA 0.22% 0.29% -0.06% $1.6B

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 68.0%
Technology 10.3%
Consumer Cyclical 5.8%
Healthcare 5.3%
Industrials 3.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 74 $346.8B 49.2%
Large Cap 1,001 $289.6B 41.1%
Mid Cap 1,202 $51.1B 7.2%
Small Cap 1,412 $15.5B 2.2%
Micro Cap 1,113 $1.5B 0.2%

Portfolio Analytics

Avg Market Cap
$21.1B
Median Market Cap
$1.7B
Avg P/E
29.2
Median P/E
18.5
Avg Dividend Yield
0.04%
Avg Beta
1.00
# Stocks
4,131
# ETFs / Funds
686

Top Holdings (7,180 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AAPL 6.08% 171,385,531 $42.9B $250.42 $7.7B +20,079,472 +13.3%
2 NVDA 5.07% 266,454,194 $35.8B $134.29 $7.8B +36,266,817 +15.8%
3 MSFT 5.00% 83,787,746 $35.3B $421.50 $4.3B +11,600,470 +16.1%
4 AMZN 3.02% 97,076,276 $21.3B $219.39 $5.4B +11,926,749 +14.0%
5 META 1.94% 23,445,565 $13.7B $585.51 $1.9B +2,787,832 +13.5%
6 GOOGL 1.87% 69,616,854 $13.2B $189.30 $3.3B +10,135,430 +17.0%
7 TSLA 1.63% 28,579,615 $11.5B $403.84 $5.4B +5,075,418 +21.6%
8 AVGO 1.61% 49,087,351 $11.4B $231.84 $3.8B +5,258,925 +12.0%
9 GOOG 1.54% 57,098,042 $10.9B $190.44 $2.7B +7,917,625 +16.1%
10 JPM 1.15% 33,845,676 $8.1B $239.71 $1.9B +4,515,147 +15.4%
11 SPY 1.12% 13,483,741 $7.9B $586.08 $202M +63,381 +0.5%
12 BRK-B 1.06% 16,467,585 $7.5B $453.28 $412M +1,144,541 +7.5%
13 LLY 1.03% 9,448,219 $7.3B $772.00 -$10M +1,204,337 +14.6%
14 V 0.82% 18,260,714 $5.8B $316.04 $1.5B +2,785,707 +18.0%
15 XOM 0.70% 46,017,358 $5.0B $107.57 -$93M +2,998,892 +7.0%
16 PG 0.70% 29,395,208 $4.9B $167.65 $305M +2,703,757 +10.1%
17 MA 0.68% 9,149,181 $4.8B $526.57 $896M +1,207,787 +15.2%
18 COST 0.68% 5,257,809 $4.8B $916.27 $677M +587,303 +12.6%
19 UNH 0.68% 9,503,671 $4.8B $505.86 -$130M +1,058,488 +12.5%
20 HD 0.67% 12,149,890 $4.7B $388.99 $380M +1,424,857 +13.3%
21 JNJ 0.63% 30,813,175 $4.5B $144.62 $8M +3,363,235 +12.3%
22 NFLX 0.58% 4,574,006 $4.1B $891.32 $1.2B +570,674 +14.3%
23 WMT 0.56% 43,641,936 $3.9B $90.35 $706M +3,550,037 +8.9%
24 IVV 0.56% 6,695,007 $3.9B $588.68 $529M +779,116 +13.2%
25 ABBV 0.55% 21,824,626 $3.9B $177.70 $22M +2,299,645 +11.8%
26 CRM 0.53% 11,224,927 $3.8B $334.33 $1.2B +1,736,667 +18.3%
27 ITW 0.49% 13,667,653 $3.5B $253.56 $17M +508,188 +3.9%
28 ORCL 0.46% 19,620,534 $3.3B $166.64 $297M +2,176,892 +12.5%
29 MRK 0.44% 31,377,107 $3.1B $99.48 $71M +4,511,742 +16.8%
30 BAC 0.42% 67,935,940 $3.0B $43.95 $686M +9,980,859 +17.2%
31 CVX 0.42% 20,471,800 $3.0B $144.84 $156M +1,394,091 +7.3%
32 GUNR 0.42% 80,934,804 $2.9B $36.36 -$728M -8,057,053 -9.1%
33 CSCO 0.40% 47,238,258 $2.8B $59.20 $540M +4,832,813 +11.4%
34 KO 0.39% 43,802,296 $2.7B $62.26 -$147M +3,811,756 +9.5%
35 VTI 0.39% 9,385,520 $2.7B $289.81 $22M -141,613 -1.5%
36 ACN 0.38% 7,582,344 $2.7B $351.79 $246M +732,769 +10.7%
37 MCD 0.36% 8,867,193 $2.6B $289.89 $143M +895,896 +11.2%
38 ABT 0.35% 22,056,860 $2.5B $113.11 $215M +2,060,650 +10.3%
39 PEP 0.35% 16,403,395 $2.5B $152.06 -$73M +1,306,818 +8.7%
40 CAT 0.35% 6,847,330 $2.5B $362.76 $89M +724,477 +11.8%
41 DIS 0.35% 22,242,415 $2.5B $111.35 $539M +2,096,431 +10.4%
42 WFC 0.34% 34,339,295 $2.4B $70.24 $659M +3,307,855 +10.7%
43 NOW 0.34% 2,259,591 $2.4B $1,060.12 $651M +309,273 +15.9%
44 IBM 0.34% 10,845,993 $2.4B $219.83 $363M +1,704,209 +18.6%
45 ADBE 0.33% 5,314,215 $2.4B $444.68 -$40M +672,919 +14.5%
46 INTU 0.30% 3,371,013 $2.1B $628.50 $335M +498,030 +17.3%
47 AMD 0.29% 17,155,522 $2.1B $120.79 -$271M +2,874,012 +20.1%
48 LIN 0.29% 4,925,322 $2.1B $418.67 -$48M +500,489 +11.3%
49 QCOM 0.29% 13,289,513 $2.0B $153.62 $36M +1,493,076 +12.7%
50 TMO 0.29% 3,910,015 $2.0B $520.23 -$103M +455,004 +13.2%
51 AXP 0.29% 6,825,135 $2.0B $296.79 $434M +955,811 +16.3%
52 VEA 0.28% 41,174,854 $2.0B $47.82 -$226M -396,487 -1.0%
53 IWF 0.28% 4,901,211 $2.0B $401.58 $205M +202,927 +4.3%
54 TXN 0.28% 10,398,010 $1.9B $187.51 $36M +1,132,187 +12.2%
55 ISRG 0.27% 3,619,293 $1.9B $521.96 $354M +494,496 +15.8%
56 GS 0.27% 3,292,679 $1.9B $572.62 $467M +428,502 +15.0%
57 VWO 0.26% 41,809,891 $1.8B $44.04 $626M +16,414,518 +64.6%
58 BKNG 0.26% 368,628 $1.8B $4,968.42 $525M +58,357 +18.8%
59 DHR 0.26% 7,934,991 $1.8B $229.55 -$109M +992,594 +14.3%
60 ADP 0.26% 6,174,419 $1.8B $292.73 $348M +902,354 +17.1%
61 VZ 0.26% 45,043,310 $1.8B $39.99 $769K +4,951,733 +12.4%
62 T 0.25% 78,148,354 $1.8B $22.77 $301M +10,945,679 +16.3%
63 LOW 0.25% 7,074,391 $1.7B $246.80 $99M +993,833 +16.3%
64 NFRA 0.24% 31,282,775 $1.7B $54.22 -$142M +347,035 +1.1%
65 TJX 0.24% 13,985,826 $1.7B $120.81 $263M +1,845,225 +15.2%
66 MS 0.24% 13,403,197 $1.7B $125.72 $521M +2,233,589 +20.0%
67 AMGN 0.24% 6,431,029 $1.7B $260.64 -$114M +875,254 +15.8%
68 GE 0.24% 10,046,867 $1.7B $166.79 -$115M +553,104 +5.8%
69 AMAT 0.24% 10,230,464 $1.7B $162.63 -$79M +1,602,645 +18.6%
70 NEE 0.23% 23,090,426 $1.7B $71.69 -$125M +2,030,331 +9.6%
71 PM 0.23% 13,630,177 $1.6B $120.35 $149M +1,347,503 +11.0%
72 BLK 0.23% 1,591,716 $1.6B $1,025.11 $1.6B +1,591,716 +100.0% NEW
73 SPGI 0.23% 3,276,043 $1.6B $498.03 $211M +525,347 +19.1%
74 TDTT 0.23% 68,508,836 $1.6B $23.59 $200M +9,622,582 +16.3%
75 CMCSA 0.23% 42,479,501 $1.6B $37.53 $21M +4,819,443 +12.8%
76 UNP 0.22% 6,962,650 $1.6B $228.04 $98M +920,414 +15.2%
77 EFA 0.22% 20,769,541 $1.6B $75.61 -$183M -198,906 -0.9%
78 USHY 0.22% 42,313,571 $1.6B $36.79 $92M +3,422,927 +8.8%
79 PFE 0.22% 58,382,560 $1.5B $26.53 -$20M +4,167,222 +7.7%
80 ETN 0.21% 4,574,704 $1.5B $331.87 $124M +368,241 +8.8%
81 RTX 0.21% 12,912,698 $1.5B $115.72 $51M +997,806 +8.4%
82 PGR 0.21% 6,179,529 $1.5B $239.61 $93M +710,684 +13.0%
83 PLTR 0.21% 19,488,465 $1.5B $75.63 $872M +3,299,779 +20.4%
84 PLD 0.21% 13,855,339 $1.5B $105.70 $333M +4,893,284 +54.6%
85 AGG 0.20% 14,764,305 $1.4B $96.90 -$82M -171,867 -1.2%
86 PANW 0.20% 7,842,647 $1.4B $181.96 $280M +4,486,654 +133.7%
87 C 0.20% 20,232,550 $1.4B $70.39 $312M +2,467,958 +13.9%
88 HON 0.20% 6,253,570 $1.4B $225.89 $190M +337,199 +5.7%
89 EQIX 0.20% 1,483,781 $1.4B $942.89 $602M +586,034 +65.3%
90 BMY 0.20% 24,658,360 $1.4B $56.56 $296M +3,431,248 +16.2%
91 GILD 0.20% 14,915,095 $1.4B $92.37 $333M +2,458,954 +19.7%
92 COP 0.19% 13,757,835 $1.4B $99.17 $229M +2,971,661 +27.6%
93 IJH 0.19% 21,282,901 $1.3B $62.31 $67M +1,084,392 +5.4%
94 TILT 0.18% 6,048,527 $1.3B $215.96 $17M -7,600 -0.1%
95 BSX 0.18% 14,595,627 $1.3B $89.32 $267M +2,221,790 +18.0%
96 SYK 0.18% 3,606,237 $1.3B $360.05 $147M +420,153 +13.2%
97 FI 0.18% 6,206,720 $1.3B $205.42 $342M +1,014,126 +19.5%
98 MMC 0.18% 5,934,340 $1.3B $212.41 $99M +726,713 +14.0%
99 SBUX 0.18% 13,573,337 $1.2B $91.25 -$26M +600,151 +4.6%
100 DE 0.17% 2,915,729 $1.2B $423.70 $157M +330,915 +12.8%

New Positions

SymbolValue% Port
BLK $1.6B 0.23%
LRCX $1.1B 0.16%
ANET $1.1B 0.16%
SMCI $149M 0.02%
APTV $147M 0.02%
PRMB $49M 0.01%
BIPC $39M 0.01%
ECG $30M —%
BEPC $21M —%
PRM $17M —%
$13M —%
TNK $10M —%
SARO $7M —%
TTGT $6M —%
KLC $4M —%

Sold Out Positions

SymbolValue% Port
GHG —%
EVG —%
EVT —%
ADX —%
BMEZ —%
GDV —%
BHK —%
JRSH —%
SGU —%
BBN —%
DIAX —%
ECC —%
XPRO —%
FPH —%
LOMA —%
View SEC EDGAR Filings for Northern Trust →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms