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Asset Manager ← All Institutions

NATIXIS ADVISORS, LLC

Q3 2025 · Filed 2025-11-13
Market Value
$68M
+8.6%
Holdings
1,660
-12
New Purchases
103
Added To
850
Closed
76
Reduced
629
Top 10 Concentration
26.0%
Turnover
10.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 3.47% 2.57% +0.91% $2M
NVDA 4.91% 4.37% +0.54% $3M
GOOGL 2.01% 1.55% +0.46% $1M
DFIS 0.37% 0.00% +0.37% $253K
GOOG 1.30% 0.97% +0.33% $878K
TSLA 1.17% 0.87% +0.30% $795K
AVGO 1.80% 1.57% +0.23% $1M
UNH 0.37% 0.22% +0.16% $254K
ORCL 0.94% 0.80% +0.14% $637K
APH 0.62% 0.48% +0.13% $417K
EFA 0.32% 0.20% +0.12% $219K
TSM 1.01% 0.89% +0.12% $687K
PLTR 0.35% 0.25% +0.10% $236K
VO 1.34% 1.24% +0.10% $905K
JNJ 0.41% 0.32% +0.09% $279K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VUG 0.05% 0.49% -0.43% $37K
NFLX 0.98% 1.22% -0.23% $667K
VTWO 0.81% 1.01% -0.21% $546K
ISRG 0.31% 0.48% -0.17% $211K
ACN 0.17% 0.33% -0.16% $115K
V 1.26% 1.40% -0.14% $852K
NOW 0.42% 0.56% -0.14% $283K
ZTS 0.10% 0.22% -0.12% $65K
META 2.23% 2.35% -0.12% $2M
CMG 0.04% 0.16% -0.11% $30K
AMZN 2.89% 3.00% -0.11% $2M
INTU 0.27% 0.38% -0.11% $185K
NVO 0.21% 0.31% -0.10% $142K
COST 0.39% 0.49% -0.10% $265K
CMCSA 0.09% 0.18% -0.09% $61K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 78 $33M 49.1%
Large Cap 866 $31M 45.8%
Mid Cap 585 $3M 4.9%
Small Cap 128 $160K 0.2%
Micro Cap 3 $6K 0.0%

Portfolio Analytics

Avg Market Cap
$63.1B
Median Market Cap
$12.8B
Avg P/E
33.2
Median P/E
21.8
Avg Dividend Yield
0.02%
Avg Beta
0.98
# Stocks
1,454
# ETFs / Funds
206

Top Holdings (1,660 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 4.91% 17,825,020 $3M $0.19 $598K +562,574 +3.3%
2 MSFT 4.79% 6,273,016 $3M $0.52 $202K +146,062 +2.4%
3 AAPL 3.47% 9,245,728 $2M $0.25 $752K +1,436,936 +18.4%
4 AMZN 2.89% 8,917,959 $2M $0.22 $86K +384,884 +4.5%
5 META 2.23% 2,058,115 $2M $0.73 $45K +70,988 +3.6%
6 GOOGL 2.01% 5,588,838 $1M $0.24 $392K +105,950 +1.9%
7 AVGO 1.80% 3,694,391 $1M $0.33 $237K +133,503 +3.8%
8 VO 1.34% 3,081,911 $905K $0.29 $133K +320,544 +11.6%
9 GOOG 1.30% 3,603,909 $878K $0.24 $274K +201,548 +5.9%
10 V 1.26% 2,496,402 $852K $0.34 -$22K +32,832 +1.3%
11 TSLA 1.17% 1,786,543 $795K $0.44 $253K +81,332 +4.8%
12 SCZ 1.09% 9,640,990 $740K $0.08 $2K -505,570 -5.0%
13 JPM 1.06% 2,285,288 $721K $0.32 $43K -52,055 -2.2%
14 TSM 1.01% 2,458,691 $687K $0.28 $131K +7,304 +0.3%
15 VOO 1.00% 1,107,724 $678K $0.61 $110K +106,290 +10.6%
16 NFLX 0.98% 556,082 $667K $1.20 -$92K -10,707 -1.9%
17 ORCL 0.94% 2,266,164 $637K $0.28 $136K -26,874 -1.2%
18 VTWO 0.81% 5,579,871 $546K $0.10 -$86K -1,665,908 -23.0%
19 LLY 0.79% 700,662 $535K $0.76 $42K +68,590 +10.8%
20 XOM 0.65% 3,890,284 $439K $0.11 $56K +338,235 +9.5%
21 BRK-B 0.63% 850,627 $428K $0.50 $30K +32,300 +4.0%
22 LIN 0.62% 879,175 $418K $0.47 $34K +61,935 +7.6%
23 APH 0.62% 3,369,846 $417K $0.12 $115K +308,548 +10.1%
24 MA 0.59% 704,878 $401K $0.57 $21K +28,112 +4.2%
25 HD 0.56% 929,414 $377K $0.41 $51K +41,968 +4.7%
26 BAC 0.53% 6,959,083 $359K $0.05 $55K +525,461 +8.2%
27 BA 0.51% 1,587,442 $343K $0.22 -$4K -66,415 -4.0%
28 GE 0.49% 1,099,973 $331K $0.30 $72K +95,822 +9.5%
29 GS 0.48% 408,248 $325K $0.80 $26K -13,775 -3.3%
30 PG 0.47% 2,088,685 $321K $0.15 $5K +105,447 +5.3%
31 ICE 0.46% 1,855,344 $313K $0.17 -$17K +60,127 +3.4%
32 ETN 0.45% 809,312 $303K $0.37 $11K -8,629 -1.1%
33 ABBV 0.44% 1,297,185 $300K $0.23 $59K -4,569 -0.3%
34 WFC 0.43% 3,482,885 $292K $0.08 $24K +139,659 +4.2%
35 NOW 0.42% 307,119 $283K $0.92 -$64K -30,052 -8.9%
36 JNJ 0.41% 1,504,636 $279K $0.19 $79K +197,649 +15.1%
37 MCD 0.41% 913,180 $278K $0.30 $31K +69,731 +8.3%
38 VSS 0.39% 1,860,261 $265K $0.14 -$24K -289,786 -13.5%
39 COST 0.39% 286,167 $265K $0.93 -$39K -20,448 -6.7%
40 WMT 0.38% 2,474,377 $255K $0.10 $29K +163,874 +7.1%
41 UNH 0.37% 734,798 $254K $0.35 $119K +302,113 +69.8%
42 DFIS 0.37% 7,988,238 $253K $0.03 $250K +7,897,105 +8665.5%
43 MDT 0.37% 2,617,776 $249K $0.10 $42K +240,545 +10.1%
44 CSCO 0.36% 3,607,105 $247K $0.07 $8K +158,375 +4.6%
45 BSX 0.36% 2,506,765 $245K $0.10 -$24K +1,904 +0.1%
46 ADI 0.35% 978,755 $240K $0.25 $8K +1,249 +0.1%
47 RTX 0.35% 1,433,646 $240K $0.17 $27K -26,253 -1.8%
48 DIS 0.35% 2,071,507 $237K $0.11 -$33K -105,075 -4.8%
49 ABT 0.35% 1,769,356 $237K $0.13 $2K +39,569 +2.3%
50 PLTR 0.35% 1,291,151 $236K $0.18 $83K +169,607 +15.1%
51 TMO 0.35% 482,430 $234K $0.49 $69K +75,993 +18.7%
52 KO 0.34% 3,518,019 $233K $0.07 -$15K +4,274 +0.1%
53 CRM 0.34% 981,178 $233K $0.24 -$33K +8,644 +0.9%
54 PM 0.34% 1,420,056 $230K $0.16 -$34K -30,202 -2.1%
55 AXP 0.34% 683,515 $227K $0.33 $12K +9,190 +1.4%
56 QCOM 0.33% 1,364,408 $227K $0.17 $20K +63,373 +4.9%
57 ANET 0.33% 1,557,154 $227K $0.15 $66K -11,610 -0.7%
58 CVX 0.33% 1,445,704 $225K $0.16 $65K +335,071 +30.2%
59 ORLY 0.33% 2,079,284 $224K $0.11 $32K -51,123 -2.4%
60 SHOP 0.32% 1,479,047 $220K $0.15 $55K +46,463 +3.2%
61 EFA 0.32% 2,341,777 $219K $0.09 $94K +952,877 +68.6%
62 CB 0.31% 750,539 $212K $0.28 $2K +26,893 +3.7%
63 ISRG 0.31% 472,350 $211K $0.45 -$90K -81,894 -14.8%
64 MUFG 0.31% 13,240,940 $211K $0.02 $53K +1,718,759 +14.9%
65 VRTX 0.31% 537,194 $210K $0.39 -$30K -3,336 -0.6%
66 AMD 0.31% 1,285,093 $208K $0.16 $46K +146,269 +12.8%
67 TJX 0.31% 1,432,867 $207K $0.14 $28K -20,818 -1.4%
68 BCS 0.30% 9,886,650 $204K $0.02 $31K +549,497 +5.9%
69 CBRE 0.30% 1,288,799 $203K $0.16 $31K +60,506 +4.9%
70 AMAT 0.29% 957,386 $196K $0.20 $24K +18,279 +1.9%
71 SPLG 0.29% 2,475,110 $194K $0.08 -$31K -621,639 -20.1%
72 MRK 0.29% 2,310,247 $194K $0.08 $40K +371,039 +19.1%
73 ASML 0.28% 198,248 $192K $0.97 $32K -1,227 -0.6%
74 SCHW 0.28% 1,994,892 $190K $0.10 $7K -11,441 -0.6%
75 C 0.28% 1,875,843 $190K $0.10 $32K +19,623 +1.1%
76 COP 0.28% 1,996,426 $189K $0.09 $24K +160,410 +8.7%
77 IBM 0.27% 656,869 $185K $0.28 -$10K -7,429 -1.1%
78 INTU 0.27% 270,375 $185K $0.68 -$52K -29,511 -9.8%
79 PGR 0.27% 746,684 $184K $0.25 -$22K -27,886 -3.6%
80 MDLZ 0.26% 2,858,794 $179K $0.06 -$9K +78,214 +2.8%
81 BLK 0.26% 152,461 $178K $1.17 $46K +26,453 +21.0%
82 ACGL 0.26% 1,951,019 $177K $0.09 $15K +168,922 +9.5%
83 HDB 0.25% 4,998,806 $171K $0.03 -$13K +2,607,367 +109.0%
84 MS 0.25% 1,055,139 $168K $0.16 $16K -23,486 -2.2%
85 ADSK 0.25% 525,298 $167K $0.32 $12K +26,123 +5.2%
86 ROST 0.25% 1,091,062 $166K $0.15 $54K +208,428 +23.6%
87 BTI 0.24% 3,101,802 $165K $0.05 $21K +76,019 +2.5%
88 IWR 0.24% 1,679,622 $162K $0.10 $12K +48,908 +3.0%
89 GEV 0.24% 260,425 $160K $0.61 $20K -5,103 -1.9%
90 MMC 0.23% 789,444 $159K $0.20 -$18K -20,560 -2.5%
91 DE 0.23% 342,813 $157K $0.46 -$20K -4,326 -1.2%
92 URI 0.23% 163,334 $156K $0.95 $39K +8,333 +5.4%
93 SONY 0.23% 5,398,748 $155K $0.03 $9K -216,653 -3.9%
94 CAT 0.23% 323,720 $154K $0.48 $56K +69,249 +27.2%
95 LOW 0.23% 609,837 $153K $0.25 $28K +47,065 +8.4%
96 MCK 0.23% 197,504 $153K $0.77 $5K -3,685 -1.8%
97 UBS 0.22% 3,662,233 $150K $0.04 $48K +651,133 +21.6%
98 SNY 0.22% 3,113,381 $147K $0.05 $12K +327,569 +11.8%
99 NGG 0.22% 2,011,143 $146K $0.07 -$747 +36,984 +1.9%
100 SPGI 0.21% 296,706 $144K $0.49 -$8K +7,658 +2.6%

New Positions

SymbolValue% Port
CPB $13K 0.02%
PVH $11K 0.02%
B $9K 0.01%
RBLX $4K 0.01%
ENDW $4K 0.01%
NE $4K 0.01%
NICE $4K 0.01%
QQQM $3K —%
LFUS $3K —%
JMUB $2K —%
JBND $2K —%
PAAA $2K —%
PI $2K —%
RKLB $2K —%
FRT $2K —%

Sold Out Positions

SymbolValue% Port
AN —%
ETD —%
SHV —%
TDC —%
TRNO —%
YELP —%
DOLE —%
HMN —%
KEX —%
MTN —%
NSA —%
SWX —%
COLD —%
HOG —%
KMPR —%
View SEC EDGAR Filings for NATIXIS ADVISORS, LLC →

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