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Asset Manager ← All Institutions

Rakuten Investment Management, Inc.

Q4 2024 · Filed 2025-05-15
Market Value
$0
-100.0%
Holdings
530
-11
New Purchases
0
Added To
0
Closed
530
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 48 $0 0%
Large Cap 414 $0 0%
Mid Cap 59 $0 0%
Small Cap 8 $0 0%
Micro Cap 1 $0 0%

Portfolio Analytics

Avg Market Cap
$121.6B
Median Market Cap
$29.3B
Avg P/E
34.8
Median P/E
24.3
Avg Dividend Yield
0.02%
Avg Beta
0.94
# Stocks
505
# ETFs / Funds
25

Top Holdings (530 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ED —% -$2M -19,596 -100.0% SOLD
2 ABT —% -$11M -98,583 -100.0% SOLD
3 YUM —% -$2M -15,940 -100.0% SOLD
4 AVB —% -$2M -8,050 -100.0% SOLD
5 BDX —% -$4M -16,377 -100.0% SOLD
6 EXR —% -$2M -12,004 -100.0% SOLD
7 EXPD —% -$1M -7,999 -100.0% SOLD
8 ALB —% -$640K -6,660 -100.0% SOLD
9 AMP —% -$3M -5,584 -100.0% SOLD
10 GLW —% -$2M -44,436 -100.0% SOLD
11 ACI —% -$127K -6,886 -100.0% SOLD
12 DIS —% -$10M -103,239 -100.0% SOLD
13 DINO —% -$134K -2,967 -100.0% SOLD
14 PSX —% -$3M -23,817 -100.0% SOLD
15 LYV —% -$973K -8,951 -100.0% SOLD
16 AIZ —% -$587K -2,938 -100.0% SOLD
17 ARES —% -$534K -3,401 -100.0% SOLD
18 EMN —% -$746K -6,636 -100.0% SOLD
19 DECK —% -$1M -8,639 -100.0% SOLD
20 FDX —% -$3M -12,893 -100.0% SOLD
21 ALL —% -$3M -14,959 -100.0% SOLD
22 UBER —% -$9M -115,014 -100.0% SOLD
23 CVS —% -$4M -71,233 -100.0% SOLD
24 HPE —% -$1M -73,643 -100.0% SOLD
25 NOW —% -$10M -11,654 -100.0% SOLD
26 ZTS —% -$5M -25,730 -100.0% SOLD
27 LHX —% -$3M -10,749 -100.0% SOLD
28 BMY —% -$6M -115,504 -100.0% SOLD
29 XOM —% -$29M -252,531 -100.0% SOLD
30 BEN —% -$356K -17,132 -100.0% SOLD
31 CFG —% -$1M -25,525 -100.0% SOLD
32 NEE —% -$10M -116,415 -100.0% SOLD
33 AVTR —% -$321K -12,426 -100.0% SOLD
34 AMT —% -$6M -26,464 -100.0% SOLD
35 CMG —% -$4M -77,669 -100.0% SOLD
36 AFG —% -$176K -1,304 -100.0% SOLD
37 HWM —% -$2M -22,754 -100.0% SOLD
38 AME —% -$2M -13,118 -100.0% SOLD
39 CVX —% -$14M -97,290 -100.0% SOLD
40 AIG —% -$3M -36,849 -100.0% SOLD
41 VEEV —% -$621K -2,947 -100.0% SOLD
42 D —% -$3M -47,523 -100.0% SOLD
43 DLR —% -$3M -17,745 -100.0% SOLD
44 IQV —% -$2M -9,978 -100.0% SOLD
45 HLT —% -$3M -14,029 -100.0% SOLD
46 TEVA —% -$377K -21,599 -100.0% SOLD
47 KEYS —% -$2M -9,989 -100.0% SOLD
48 APD —% -$4M -12,650 -100.0% SOLD
49 ARE —% -$1M -8,852 -100.0% SOLD
50 ZBH —% -$1M -11,846 -100.0% SOLD
51 AFL —% -$3M -29,214 -100.0% SOLD
52 TRGP —% -$2M -12,259 -100.0% SOLD
53 BURL —% -$310K -1,168 -100.0% SOLD
54 HUBS —% -$475K -886 -100.0% SOLD
55 CARR —% -$4M -47,048 -100.0% SOLD
56 GPC —% -$1M -7,893 -100.0% SOLD
57 AMH —% -$230K -6,021 -100.0% SOLD
58 VICI —% -$2M -59,263 -100.0% SOLD
59 GE —% -$11M -61,629 -100.0% SOLD
60 SNOW —% -$628K -5,512 -100.0% SOLD
61 FMC —% -$316K -4,789 -100.0% SOLD
62 ICE —% -$5M -32,522 -100.0% SOLD
63 HD —% -$22M -56,187 -100.0% SOLD
64 AJG —% -$3M -12,404 -100.0% SOLD
65 HII —% -$616K -2,340 -100.0% SOLD
66 FRT —% -$330K -2,887 -100.0% SOLD
67 AVY —% -$1M -4,563 -100.0% SOLD
68 MS —% -$7M -70,096 -100.0% SOLD
69 BAX —% -$1M -28,897 -100.0% SOLD
70 HUBB —% -$1M -3,042 -100.0% SOLD
71 AES —% -$808K -40,278 -100.0% SOLD
72 FDS —% -$989K -2,156 -100.0% SOLD
73 OTIS —% -$2M -22,925 -100.0% SOLD
74 GS —% -$9M -18,016 -100.0% SOLD
75 BRO —% -$1M -13,520 -100.0% SOLD
76 ALLY —% -$175K -5,005 -100.0% SOLD
77 BLDR —% -$1M -6,701 -100.0% SOLD
78 HAL —% -$1M -50,069 -100.0% SOLD
79 AXP —% -$9M -32,080 -100.0% SOLD
80 CR —% -$45K -285 -100.0% SOLD
81 DVN —% -$1M -35,508 -100.0% SOLD
82 EIX —% -$2M -21,856 -100.0% SOLD
83 RJF —% -$1M -10,714 -100.0% SOLD
84 FNF —% -$290K -4,749 -100.0% SOLD
85 ATO —% -$1M -8,716 -100.0% SOLD
86 DHR —% -$10M -36,857 -100.0% SOLD
87 ECL —% -$4M -14,418 -100.0% SOLD
88 WTRG —% -$183K -4,754 -100.0% SOLD
89 TWLO —% -$192K -2,975 -100.0% SOLD
90 CL —% -$5M -45,610 -100.0% SOLD
91 CRM —% -$15M -55,022 -100.0% SOLD
92 AHR —% -$49K -1,891 -100.0% SOLD
93 BIO —% -$153K -460 -100.0% SOLD
94 CAH —% -$2M -13,812 -100.0% SOLD
95 CSL —% -$387K -871 -100.0% SOLD
96 EQR —% -$1M -19,331 -100.0% SOLD
97 CE —% -$862K -6,190 -100.0% SOLD
98 ETSY —% -$13K -220 -100.0% SOLD
99 MGM —% -$521K -13,162 -100.0% SOLD
100 CNP —% -$1M -36,709 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
AME —%
ABT —%
YUM —%
AVB —%
BDX —%
EXR —%
EXPD —%
ALB —%
AMP —%
GLW —%
ACI —%
DIS —%
CVX —%
ED —%
LYV —%
View SEC EDGAR Filings for Rakuten Investment Management, Inc. →

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