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Asset Manager ← All Institutions

Rakuten Investment Management, Inc.

Q2 2025 · Filed 2025-05-15
Market Value
$0
Holdings
683
+153
New Purchases
0
Added To
0
Closed
683
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 64 $0 0%
Large Cap 535 $0 0%
Mid Cap 77 $0 0%
Small Cap 6 $0 0%
Micro Cap 1 $0 0%

Portfolio Analytics

Avg Market Cap
$123.2B
Median Market Cap
$30.8B
Avg P/E
34.8
Median P/E
25.2
Avg Dividend Yield
0.02%
Avg Beta
0.98
# Stocks
645
# ETFs / Funds
38

Top Holdings (683 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CVX —% -$26M -153,749 -100.0% SOLD
2 ABT —% -$21M -158,531 -100.0% SOLD
3 T —% -$18M -656,012 -100.0% SOLD
4 YUM —% -$4M -25,507 -100.0% SOLD
5 AVB —% -$3M -12,990 -100.0% SOLD
6 BDX —% -$6M -26,324 -100.0% SOLD
7 EXR —% -$3M -19,375 -100.0% SOLD
8 EXPD —% -$2M -12,794 -100.0% SOLD
9 ALB —% -$776K -10,745 -100.0% SOLD
10 AMP —% -$4M -8,815 -100.0% SOLD
11 GLW —% -$3M -71,634 -100.0% SOLD
12 ACI —% -$225K -10,391 -100.0% SOLD
13 HPE —% -$2M -120,099 -100.0% SOLD
14 AFG —% -$256K -1,968 -100.0% SOLD
15 ED —% -$3M -31,667 -100.0% SOLD
16 LYV —% -$2M -14,460 -100.0% SOLD
17 AIZ —% -$967K -4,688 -100.0% SOLD
18 ARES —% -$753K -5,200 -100.0% SOLD
19 EMN —% -$918K -10,547 -100.0% SOLD
20 DECK —% -$2M -13,876 -100.0% SOLD
21 FDX —% -$5M -20,452 -100.0% SOLD
22 ALL —% -$5M -24,216 -100.0% SOLD
23 OC —% -$338K -2,367 -100.0% SOLD
24 UBER —% -$14M -185,588 -100.0% SOLD
25 CVS —% -$8M -115,172 -100.0% SOLD
26 HWM —% -$5M -36,493 -100.0% SOLD
27 NOW —% -$15M -18,829 -100.0% SOLD
28 WY —% -$2M -66,346 -100.0% SOLD
29 LHX —% -$4M -17,249 -100.0% SOLD
30 BMY —% -$11M -185,928 -100.0% SOLD
31 XOM —% -$47M -399,030 -100.0% SOLD
32 BEN —% -$535K -27,732 -100.0% SOLD
33 CFG —% -$2M -40,053 -100.0% SOLD
34 NEE —% -$13M -187,957 -100.0% SOLD
35 AVTR —% -$304K -18,780 -100.0% SOLD
36 AMT —% -$9M -42,711 -100.0% SOLD
37 CMG —% -$6M -124,079 -100.0% SOLD
38 AME —% -$4M -21,141 -100.0% SOLD
39 DIS —% -$16M -165,793 -100.0% SOLD
40 PSX —% -$5M -37,747 -100.0% SOLD
41 IVZ —% -$434K -28,586 -100.0% SOLD
42 ZTS —% -$7M -41,022 -100.0% SOLD
43 AIG —% -$5M -55,071 -100.0% SOLD
44 VEEV —% -$1M -4,471 -100.0% SOLD
45 D —% -$4M -76,778 -100.0% SOLD
46 DLR —% -$4M -29,344 -100.0% SOLD
47 IQV —% -$3M -15,683 -100.0% SOLD
48 HLT —% -$5M -22,078 -100.0% SOLD
49 TEVA —% -$491K -32,571 -100.0% SOLD
50 KEYS —% -$2M -15,811 -100.0% SOLD
51 AMH —% -$344K -9,160 -100.0% SOLD
52 APD —% -$6M -20,332 -100.0% SOLD
53 ARE —% -$1M -14,170 -100.0% SOLD
54 ZBH —% -$2M -18,683 -100.0% SOLD
55 WTRG —% -$283K -7,198 -100.0% SOLD
56 TRGP —% -$4M -19,630 -100.0% SOLD
57 AON —% -$8M -19,171 -100.0% SOLD
58 BURL —% -$416K -1,752 -100.0% SOLD
59 HUBS —% -$788K -1,353 -100.0% SOLD
60 TME —% -$259K -18,026 -100.0% SOLD
61 CARR —% -$5M -73,810 -100.0% SOLD
62 BAP —% -$305K -1,620 -100.0% SOLD
63 FRT —% -$477K -4,920 -100.0% SOLD
64 HD —% -$33M -90,794 -100.0% SOLD
65 LYB —% -$2M -23,708 -100.0% SOLD
66 VICI —% -$3M -96,352 -100.0% SOLD
67 ANET —% -$7M -95,460 -100.0% SOLD
68 GE —% -$20M -98,348 -100.0% SOLD
69 SNOW —% -$1M -8,197 -100.0% SOLD
70 NCLH —% -$537K -28,057 -100.0% SOLD
71 WST —% -$2M -6,812 -100.0% SOLD
72 ICE —% -$9M -52,505 -100.0% SOLD
73 TWLO —% -$398K -4,021 -100.0% SOLD
74 AFL —% -$5M -46,145 -100.0% SOLD
75 HII —% -$567K -2,763 -100.0% SOLD
76 WSM —% -$2M -11,252 -100.0% SOLD
77 SPOT —% -$3M -4,478 -100.0% SOLD
78 AVY —% -$1M -7,344 -100.0% SOLD
79 MS —% -$13M -112,295 -100.0% SOLD
80 BAX —% -$2M -46,668 -100.0% SOLD
81 HUBB —% -$2M -4,905 -100.0% SOLD
82 AES —% -$563K -45,369 -100.0% SOLD
83 FDS —% -$2M -3,476 -100.0% SOLD
84 OTIS —% -$4M -36,323 -100.0% SOLD
85 ATHM —% -$44K -1,599 -100.0% SOLD
86 GS —% -$16M -28,573 -100.0% SOLD
87 BRO —% -$3M -21,850 -100.0% SOLD
88 SE —% -$1M -10,600 -100.0% SOLD
89 GPC —% -$2M -12,708 -100.0% SOLD
90 BLDR —% -$1M -10,518 -100.0% SOLD
91 HAL —% -$2M -79,631 -100.0% SOLD
92 AXP —% -$14M -50,964 -100.0% SOLD
93 CR —% -$30K -195 -100.0% SOLD
94 DVN —% -$2M -59,135 -100.0% SOLD
95 EIX —% -$2M -35,385 -100.0% SOLD
96 RJF —% -$2M -17,135 -100.0% SOLD
97 FNF —% -$464K -7,173 -100.0% SOLD
98 ATO —% -$2M -14,416 -100.0% SOLD
99 ABBV —% -$33M -161,404 -100.0% SOLD
100 DHR —% -$12M -59,003 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
AME —%
ABT —%
T —%
YUM —%
AVB —%
BDX —%
EXR —%
EXPD —%
ALB —%
AMP —%
GLW —%
ACI —%
DIS —%
CVX —%
ED —%
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