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BlackRock Inc.

Q1 2024 · Filed 2024-05-10
Market Value
$4.2T
+9.4%
Holdings
4,680
-76
New Purchases
106
Added To
1,725
Closed
158
Reduced
2,502
Top 10 Concentration
24.3%
Turnover
5.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 3.90% 2.31% +1.60% $164.7B
META 1.83% 1.45% +0.38% $77.2B
AMZN 2.73% 2.47% +0.26% $115.2B
LLY 1.20% 0.97% +0.23% $50.8B
MSFT 5.45% 5.26% +0.19% $229.7B
BRK-B 1.07% 0.97% +0.10% $45.2B
AVGO 1.10% 1.00% +0.09% $46.3B
JPM 0.93% 0.85% +0.09% $39.3B
MRK 0.65% 0.57% +0.08% $27.3B
DIS 0.35% 0.28% +0.07% $14.9B
MU 0.25% 0.19% +0.06% $10.6B
GE 0.29% 0.23% +0.06% $12.4B
NFLX 0.45% 0.39% +0.06% $19.1B
AMD 0.53% 0.47% +0.06% $22.5B
EFA 0.20% 0.15% +0.05% $8.2B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 4.23% 5.21% -0.98% $178.4B
TSLA 0.79% 1.21% -0.43% $33.1B
UNH 0.86% 0.99% -0.12% $36.4B
ADBE 0.46% 0.59% -0.12% $19.5B
INTC 0.36% 0.44% -0.08% $15.2B
BA 0.17% 0.25% -0.08% $7.2B
MCD 0.34% 0.40% -0.06% $14.3B
IVV 0.79% 0.85% -0.06% $33.5B
NKE 0.20% 0.25% -0.05% $8.4B
SPLK 0.00% 0.05% -0.05% $0
JNJ 0.71% 0.76% -0.05% $30.0B
CSCO 0.41% 0.46% -0.05% $17.5B
GILD 0.21% 0.26% -0.05% $9.0B
COO 0.00% 0.04% -0.04% $0
HUM 0.09% 0.13% -0.04% $3.7B

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 80 $1.8T 43.8%
Large Cap 1,007 $1.9T 44.1%
Mid Cap 1,187 $393.6B 9.3%
Small Cap 1,307 $106.1B 2.5%
Micro Cap 1,099 $10.3B 0.2%

Portfolio Analytics

Avg Market Cap
$24.1B
Median Market Cap
$1.8B
Avg P/E
32.4
Median P/E
19.3
Avg Dividend Yield
0.03%
Avg Beta
1.05
# Stocks
4,207
# ETFs / Funds
473

Top Holdings (4,680 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MSFT 5.45% 546,019,859 $229.7B $420.72 $27.1B +7,082,760 +1.3%
2 AAPL 4.23% 1,040,523,406 $178.4B $171.48 -$22.3B -1,868,402 -0.2%
3 NVDA 3.90% 182,238,925 $164.7B $903.56 $75.7B +2,560,535 +1.4%
4 AMZN 2.73% 638,536,295 $115.2B $180.38 $19.9B +11,364,533 +1.8%
5 META 1.83% 158,942,791 $77.2B $485.58 $21.4B +1,436,167 +0.9%
6 GOOGL 1.49% 415,895,174 $62.8B $150.93 $4.8B +906,903 +0.2%
7 GOOG 1.28% 355,372,388 $54.1B $152.26 $4.0B -60,158 -0.0%
8 LLY 1.20% 65,274,385 $50.8B $777.96 $13.3B +907,952 +1.4%
9 AVGO 1.10% 34,907,755 $46.3B $1,325.41 $7.5B +207,956 +0.6%
10 BRK-B 1.07% 107,507,249 $45.2B $420.52 $7.7B +2,284,553 +2.2%
11 JPM 0.93% 196,122,719 $39.3B $200.30 $6.7B +4,366,153 +2.3%
12 UNH 0.86% 73,670,533 $36.4B $494.70 -$1.7B +1,294,290 +1.8%
13 V 0.84% 127,329,265 $35.5B $279.08 $2.6B +896,378 +0.7%
14 IVV 0.79% 63,637,341 $33.5B $525.73 $648M -5,051,000 -7.3%
15 MA 0.79% 69,008,951 $33.2B $481.57 $4.4B +1,380,604 +2.0%
16 TSLA 0.79% 188,368,567 $33.1B $175.79 -$13.6B +185,134 +0.1%
17 XOM 0.75% 272,708,380 $31.7B $116.24 $4.5B +203,291 +0.1%
18 JNJ 0.71% 189,726,768 $30.0B $158.19 $811M +3,418,427 +1.8%
19 MRK 0.65% 207,015,477 $27.3B $131.95 $5.3B +5,179,043 +2.6%
20 HD 0.64% 70,689,906 $27.1B $383.60 $2.5B -436,283 -0.6%
21 ABBV 0.62% 142,959,104 $26.0B $182.10 $3.8B -223,605 -0.2%
22 PG 0.61% 157,704,558 $25.6B $162.25 $2.8B +1,938,768 +1.2%
23 COST 0.56% 32,351,425 $23.7B $732.63 $3.5B +1,739,439 +5.7%
24 AMD 0.53% 124,579,969 $22.5B $180.49 $4.3B +880,625 +0.7%
25 CRM 0.52% 72,465,977 $21.8B $301.18 $2.7B -65,003 -0.1%
26 CVX 0.48% 128,809,002 $20.3B $157.74 $969M -915,991 -0.7%
27 ADBE 0.46% 38,737,600 $19.5B $504.60 -$3.1B +767,846 +2.0%
28 PEP 0.46% 110,165,146 $19.3B $175.01 $284M -1,683,505 -1.5%
29 NFLX 0.45% 31,380,155 $19.1B $607.33 $4.0B +480,645 +1.6%
30 KO 0.45% 308,846,991 $18.9B $61.18 $436M -4,387,965 -1.4%
31 BAC 0.44% 487,668,651 $18.5B $37.92 $1.9B -3,964,636 -0.8%
32 IXUS 0.42% 262,038,533 $17.8B $67.86 $548M -3,380,391 -1.3%
33 WMT 0.42% 293,909,581 $17.7B $60.17 $2.4B +196,655,585 +202.2%
34 CSCO 0.41% 350,286,876 $17.5B $49.91 -$256M -835,786 -0.2%
35 ACN 0.40% 48,861,481 $16.9B $346.61 $116M +928,954 +1.9%
36 TMO 0.40% 28,979,844 $16.8B $581.21 $1.8B +650,038 +2.3%
37 LIN 0.40% 35,927,902 $16.7B $464.32 $2.3B +808,151 +2.3%
38 QCOM 0.38% 93,736,484 $15.9B $169.30 $2.5B +1,170,152 +1.3%
39 INTU 0.37% 24,084,675 $15.7B $650.00 $1.1B +721,645 +3.1%
40 ORCL 0.37% 124,088,545 $15.6B $125.61 $2.7B +1,650,096 +1.4%
41 AMAT 0.37% 74,653,757 $15.4B $206.23 $3.2B -550,136 -0.7%
42 INTC 0.36% 343,933,511 $15.2B $44.17 -$1.9B +3,998,285 +1.2%
43 ABT 0.36% 133,076,228 $15.1B $113.66 $369M -988,288 -0.7%
44 WFC 0.36% 259,409,386 $15.0B $57.96 $2.2B -1,887,946 -0.7%
45 DIS 0.35% 121,690,183 $14.9B $122.36 $3.9B +187,419 +0.1%
46 IBM 0.34% 75,103,070 $14.3B $190.96 $2.0B -377,799 -0.5%
47 VZ 0.34% 341,461,740 $14.3B $41.96 $1.2B -6,671,847 -1.9%
48 MCD 0.34% 50,787,194 $14.3B $281.95 -$1.1B -1,142,947 -2.2%
49 TXN 0.32% 78,538,810 $13.7B $174.21 $592M +1,742,444 +2.3%
50 AMGN 0.32% 47,971,073 $13.6B $284.32 -$132M +158,683 +0.3%
51 CMCSA 0.31% 302,840,877 $13.1B $43.35 $51M +4,620,030 +1.6%
52 COP 0.30% 97,829,146 $12.5B $127.28 $1.2B +1,188,193 +1.2%
53 PLD 0.30% 95,545,714 $12.4B $130.22 -$240M +407,500 +0.4%
54 DHR 0.29% 49,683,497 $12.4B $249.72 $661M -1,089,099 -2.1%
55 GE 0.29% 70,511,377 $12.4B $175.53 $3.5B +894,569 +1.3%
56 NOW 0.29% 16,144,942 $12.3B $762.40 $1.1B +332,751 +2.1%
57 CAT 0.29% 33,534,129 $12.3B $366.43 $2.4B +23,664 +0.1%
58 ISRG 0.29% 30,321,651 $12.1B $399.09 $2.2B +1,077,758 +3.7%
59 PFE 0.28% 431,118,406 $12.0B $27.75 -$488M -1,385,348 -0.3%
60 ANTM 0.26% 20,920,696 $10.8B $518.54 $931M -109,903 -0.5%
61 UBER 0.26% 139,882,729 $10.8B $76.99 $2.2B +531,760 +0.4%
62 MU 0.25% 90,303,765 $10.6B $117.89 $3.4B +5,318,168 +6.3%
63 SPGI 0.25% 24,336,546 $10.4B $425.45 -$317M +113,758 +0.5%
64 UNP 0.24% 41,875,116 $10.3B $245.93 -$18M -127,190 -0.3%
65 C 0.24% 160,259,151 $10.1B $63.24 $1.6B -5,600,046 -3.4%
66 LOW 0.24% 39,766,281 $10.1B $254.73 $1.3B -116,816 -0.3%
67 PGR 0.24% 48,255,515 $10.0B $206.82 $2.6B +1,687,034 +3.6%
68 MDT 0.24% 113,980,664 $9.9B $87.15 $165M -4,592,524 -3.9%
69 RTX 0.23% 100,960,495 $9.8B $97.53 $1.0B -4,025,260 -3.8%
70 AXP 0.23% 43,068,975 $9.8B $227.69 $1.5B -1,046,301 -2.4%
71 GS 0.23% 23,270,134 $9.7B $417.69 $843M +259,606 +1.1%
72 NEE 0.23% 150,083,801 $9.6B $63.91 $490M +233,925 +0.2%
73 CDNS 0.23% 30,759,406 $9.6B $311.28 $1.2B +181,804 +0.6%
74 SYK 0.22% 26,244,709 $9.4B $357.87 $1.9B +1,319,533 +5.3%
75 T 0.22% 533,051,485 $9.4B $17.60 $429M -495,845 -0.1%
76 VRTX 0.22% 21,960,687 $9.2B $418.01 $277M +79,484 +0.4%
77 BKNG 0.22% 2,520,058 $9.1B $3,627.88 $57M -41,357 -1.6%
78 PM 0.21% 97,988,034 $9.0B $91.62 -$312M -755,317 -0.8%
79 GILD 0.21% 122,531,027 $9.0B $73.25 -$972M -261,984 -0.2%
80 CI 0.21% 24,326,585 $8.8B $363.19 $1.5B -229,694 -0.9%
81 BMY 0.21% 162,561,081 $8.8B $54.23 $190M -5,542,685 -3.3%
82 TJX 0.21% 86,286,419 $8.8B $101.42 $521M -1,450,273 -1.6%
83 BSX 0.21% 126,835,782 $8.7B $68.49 $1.4B +275,950 +0.2%
84 ETN 0.21% 27,758,305 $8.7B $312.68 $2.1B +456,743 +1.7%
85 HON 0.21% 42,269,903 $8.7B $205.25 -$198M -43,409 -0.1%
86 MMC 0.20% 41,958,346 $8.6B $205.98 $875M +960,189 +2.3%
87 LMT 0.20% 18,563,076 $8.4B $454.87 $213M +404,263 +2.2%
88 ADP 0.20% 33,776,428 $8.4B $249.74 $672M +451,151 +1.4%
89 MS 0.20% 89,219,481 $8.4B $94.16 -$38M -1,279,734 -1.4%
90 NKE 0.20% 89,141,833 $8.4B $93.98 -$1.4B -633,469 -0.7%
91 REGN 0.20% 8,568,654 $8.2B $962.49 $668M -61,053 -0.7%
92 EFA 0.20% 103,079,908 $8.2B $79.86 $2.6B +28,750,514 +38.7%
93 UPS 0.19% 54,434,204 $8.1B $148.63 -$445M +149,425 +0.3%
94 KLAC 0.19% 11,369,249 $7.9B $698.57 $1.3B -101,738 -0.9%
95 ADI 0.19% 39,805,642 $7.9B $197.79 $182M +1,071,092 +2.8%
96 EQIX 0.18% 9,436,568 $7.8B $825.33 $278M +111,500 +1.2%
97 CB 0.18% 29,422,797 $7.6B $259.13 $956M -85,115 -0.3%
98 SCHW 0.17% 99,536,627 $7.2B $72.34 $652M +4,356,282 +4.6%
99 AMT 0.17% 36,412,188 $7.2B $197.59 -$743M -358,644 -1.0%
100 BA 0.17% 37,171,275 $7.2B $192.99 -$2.4B +518,546 +1.4%

Options Breakdown

83 Calls $13.7B Call Value 19 Puts $4.3B Put Value 0.32 P/C Ratio

Top Calls

SymbolSharesValueStatus
SPY 14,517,700 $7.6B
JPM 3,411,400 $683M
NVDA 670,500 $606M
AMZN 2,703,300 $488M
DIS 3,291,000 $403M
WFC 5,611,100 $325M
MRK 1,912,900 $252M NEW
AAPL 1,396,000 $239M
CRM 669,500 $202M
QQQ 405,100 $180M

Top Puts

SymbolSharesValueStatus
SPY 6,204,000 $3.2B
HYG 2,529,500 $197M
QQQ 434,500 $193M NEW
TSLA 926,500 $163M NEW
IWM 650,000 $137M
TSM 785,500 $107M
GOOG 670,000 $102M NEW
IVV 140,400 $74M
ABT 500,000 $57M NEW
EMB 425,000 $38M NEW

New Positions

SymbolValue% Port
0I3I.L $1.8B 0.04%
KSPI $609M 0.01%
LAZ $296M 0.01%
DYNF $206M —%
CGON $111M —%
ALAB $63M —%
RDDT $59M —%
AHR $42M —%
BTSG $42M —%
BTSGU $33M —%
SDHC $20M —%
KYTX $19M —%
IWMW $13M —%
IVVW $12M —%
AVBP $12M —%

Sold Out Positions

SymbolValue% Port
ETG —%
SUN —%
DDL —%
DAO —%
CPAY —%
RFI —%
CELU —%
COO —%
GCT —%
LGVN —%
LMFA —%
ASMB —%
FEMY —%
INO —%
BLTE —%
View SEC EDGAR Filings for BlackRock Inc. →

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