Natixis Investment Managers International

CIK 1166767 · SEC EDGAR에서 보기 ↗

포트폴리오 가치
$1.3B
13F 가치 기준 9,443개 중 #2,053위 · 상위 21.7%
포지션
220
기준일
2024년 12월 31일 Q4 2024 기준 데이터
상위 10개 보유 비중
47.82%
상위 25개 보유 비중
81.16%
1% 초과 포지션
28
유효 포지션 수
28.8

13F 장기 주식 보유분만 기준 (현금, 채권, 공매도 미공개)

신규 포지션
220
증가함
0
감소
0
종료
0
이 페이지에서

섹터별 비중

Technology
27.3%
Health Care
14.6%
Industrials
9.6%
Consumer products
9.4%
Communication Services
9.4%
Retail
8.1%
Materials
6.4%
Financial Services
4.2%
Financials
3.0%
Consumer Discretionary
2.9%
Real Estate
1.3%
Energy
1.2%
Consumer Staples
0.7%
Utilities
0.7%
Packaging
0.1%
Communications
0.1%
Telecommunication
0.0%
기타/미분류
1.0%

전체 포트폴리오 220 포지션

유형 연속 8분기 추세
PG Procter & Gamble Company (The) Common Stock $103,730,420 8.02% 618,732 상승 ×1
LLY Eli Lilly and Company Common Stock $89,815,252 6.95% 116,341 상승 ×1
NVDA NVIDIA Corporation - Common Stock $82,727,340 6.40% 616,035 상승 ×1
MSFT Microsoft Corporation - Common Stock $74,129,205 5.73% 175,870 상승 ×1
AMZN Amazon.com, Inc. - Common Stock $63,329,776 4.90% 288,663 상승 ×1
GOOGL Alphabet Inc. - Class A Common Stock $47,373,271 3.66% 250,255 상승 ×1
DIS Walt Disney Company (The) Common Stock $42,107,782 3.26% 378,157 상승 ×1
ICE Intercontinental Exchange Inc. Common Stock $39,431,026 3.05% 264,620 상승 ×1
NOW ServiceNow, Inc. Common Stock $37,976,679 2.94% 35,823 상승 ×1
MPWR Monolithic Power Systems, Inc. - Common Stock $37,732,709 2.92% 63,770 상승 ×1
JPM JP Morgan Chase & Co. Common Stock $34,179,050 2.64% 142,585 상승 ×1
ZTS Zoetis Inc. Class A Common Stock $34,036,566 2.63% 208,903 상승 ×1
PPG PPG Industries, Inc. Common Stock $33,781,655 2.61% 282,810 상승 ×1
SAIA Saia, Inc. - Common Stock $33,402,730 2.58% 73,295 상승 ×1
META Meta Platforms, Inc. - Class A Common Stock $32,006,904 2.48% 54,665 상승 ×1
TXN Texas Instruments Incorporated - Common Stock $30,751,640 2.38% 164,000 상승 ×1
DHR Danaher Corporation Common Stock $30,285,220 2.34% 131,933 상승 ×1
DASH DoorDash, Inc. - Common Stock $30,274,681 2.34% 180,475 상승 ×1
ORLY O'Reilly Automotive, Inc. - Common Stock $29,771,881 2.30% 25,107 상승 ×1
FIX Comfort Systems USA, Inc. Common Stock $27,570,261 2.13% 65,015 상승 ×1
INTU Intuit Inc. - Common Stock $26,997,846 2.09% 42,956 상승 ×1
CTVA Corteva, Inc. Common Stock $26,649,590 2.06% 467,865 상승 ×1
ETN Eaton Corporation, PLC Ordinary Shares $26,396,940 2.04% 79,540 상승 ×1
BDX Becton, Dickinson and Company Common Stock $17,617,590 1.36% 77,655 상승 ×1
ON ON Semiconductor Corporation - Common Stock $17,394,549 1.35% 275,885 상승 ×1
SHW Sherwin-Williams Company (The) Common Stock $16,503,601 1.28% 48,550 상승 ×1
BLD TopBuild Corp. Common Stock $16,259,732 1.26% 52,225 상승 ×1
KOS Kosmos Energy Ltd. Common Shares (DE) $13,709,156 1.06% 4,008,525 상승 ×1
AGNC AGNC Investment Corp. - Common Stock $12,449,986 0.96% 1,351,790 상승 ×1
BRKB $9,135,858 0.71% 20,155 상승 ×1
COKE Coca-Cola Consolidated, Inc. - Common Stock $8,885,449 0.69% 7,052 상승 ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $8,024,019 0.62% 40,630 상승 ×1
HPE Hewlett Packard Enterprise Company Common Stock $7,437,699 0.58% 348,370 상승 ×1
MA Mastercard Incorporated Common Stock $7,175,569 0.55% 13,627 상승 ×1
TMO Thermo Fisher Scientific Inc Common Stock $5,852,588 0.45% 11,250 상승 ×1
ECL Ecolab Inc. Common Stock $5,641,020 0.44% 24,074 상승 ×1
ROP Roper Technologies, Inc. - Common Stock $5,567,594 0.43% 10,710 상승 ×1
ISRG Intuitive Surgical, Inc. - Common Stock $5,306,767 0.41% 10,167 상승 ×1
RTX RTX Corporation Common Stock $4,879,912 0.38% 42,170 상승 ×1
NEE NextEra Energy, Inc. Common Stock $4,790,828 0.37% 66,827 상승 ×1
PANW Palo Alto Networks, Inc. - Common Stock $4,459,112 0.34% 24,506 상승 ×1
EBAY eBay Inc. - Common Stock $4,336,066 0.34% 69,993 상승 ×1
AWK American Water Works Company, Inc. Common Stock $3,807,651 0.29% 30,586 상승 ×1
XYL Xylem Inc. Common Stock New $3,553,577 0.27% 30,629 상승 ×1
WM Waste Management, Inc. Common Stock $3,254,873 0.25% 16,130 상승 ×1
V Visa Inc. $2,904,092 0.22% 9,189 상승 ×1
ACN Accenture plc Class A Ordinary Shares (Ireland) $2,884,326 0.22% 8,199 상승 ×1
RCL Royal Caribbean Cruises Ltd. Common Stock $2,678,311 0.21% 11,610 상승 ×1
MRVL Marvell Technology, Inc. - Common Stock $2,571,276 0.20% 23,280 상승 ×1
MELI MercadoLibre, Inc. - Common Stock $2,550,660 0.20% 1,500 상승 ×1
CRM Salesforce, Inc. Common Stock $2,440,275 0.19% 7,299 상승 ×1
WTS Watts Water Technologies, Inc. Class A Common Stock $2,286,515 0.18% 11,247 상승 ×1
SHOP Shopify Inc. - Class A Subordinate Voting Shares $2,174,767 0.17% 20,453 상승 ×1
EGP EastGroup Properties, Inc. Common Stock $1,967,607 0.15% 12,260 상승 ×1
BALL Ball Corporation Common Stock $1,627,493 0.13% 29,521 상승 ×1
CCL Carnival Corporation Common Stock $1,602,107 0.12% 64,290 상승 ×1
CP Canadian Pacific Kansas City Limited Common Shares $1,585,048 0.12% 21,902 상승 ×1
CWK Cushman & Wakefield Ltd. Common Shares $1,536,573 0.12% 117,475 상승 ×1
VMC Vulcan Materials Company (Holding Company) Common Stock $1,533,091 0.12% 5,960 상승 ×1
AXON Axon Enterprise, Inc. - Common Stock $1,482,828 0.11% 2,495 상승 ×1
VLTO Veralto Corp Common Stock $1,468,575 0.11% 14,419 상승 ×1
EW Edwards Lifesciences Corporation Common Stock $1,438,107 0.11% 19,426 상승 ×1
FTI TechnipFMC plc Ordinary Share $1,401,998 0.11% 48,445 상승 ×1
APTV Aptiv PLC Ordinary Shares $1,382,391 0.11% 22,857 상승 ×1
TYL Tyler Technologies, Inc. Common Stock $1,370,673 0.11% 2,377 상승 ×1
TJX TJX Companies, Inc. (The) Common Stock $1,311,997 0.10% 10,860 상승 ×1
NDAQ Nasdaq, Inc. - Common Stock $1,219,643 0.09% 15,776 상승 ×1
FSLR First Solar, Inc. - Common Stock $1,204,777 0.09% 6,836 상승 ×1
XPO XPO, Inc. Common Stock $1,186,252 0.09% 9,045 상승 ×1
ZION Zions Bancorporation N.A. - Common Stock $1,146,574 0.09% 21,135 상승 ×1
AGCO AGCO Corporation Common Stock $1,139,708 0.09% 12,192 상승 ×1
QCOM QUALCOMM Incorporated - Common Stock $1,136,788 0.09% 7,400 상승 ×1
MSCI MSCI Inc. Common Stock $1,123,219 0.09% 1,872 상승 ×1
GRAB Grab Holdings Limited - Class A Ordinary Shares $1,104,480 0.09% 234,000 상승 ×1
PFGC Performance Food Group Company Common Stock $1,102,955 0.09% 13,045 상승 ×1
APO Apollo Global Management, Inc. (New) Common Stock $1,098,314 0.08% 6,650 상승 ×1
WAL Western Alliance Bancorporation Common Stock (DE) $1,048,009 0.08% 12,545 상승 ×1
CMA $1,027,329 0.08% 16,610 상승 ×1
HRI Herc Holdings Inc. Common Stock $1,002,502 0.08% 5,295 상승 ×1
SKX $994,143 0.08% 14,785 상승 ×1
DPZ Domino's Pizza Inc - Common Stock $986,436 0.08% 2,350 상승 ×1
TOL Toll Brothers, Inc. Common Stock $876,612 0.07% 6,960 상승 ×1
AZEK $812,686 0.06% 17,120 상승 ×1
GEV GE Vernova Inc. Common Stock $812,457 0.06% 2,470 상승 ×1
ARES Ares Management Corporation Class A Common Stock $793,980 0.06% 4,485 상승 ×1
MSI Motorola Solutions, Inc. Common Stock $785,329 0.06% 1,699 상승 ×1
CCEP Coca-Cola Europacific Partners plc - Ordinary Shares $763,722 0.06% 9,943 상승 ×1
HLIO Helios Technologies, Inc. Common Stock $762,005 0.06% 17,070 상승 ×1
FLS Flowserve Corporation Common Stock $753,800 0.06% 13,105 상승 ×1
ASML ASML Holding N.V. - New York Registry Shares $713,872 0.06% 1,030 상승 ×1
HUBB Hubbell Inc Common Stock $697,452 0.05% 1,665 상승 ×1
AVTR Avantor, Inc. Common Stock $651,232 0.05% 30,908 상승 ×1
A Agilent Technologies, Inc. Common Stock $649,668 0.05% 4,836 상승 ×1
KMPR Kemper Corporation $647,458 0.05% 9,745 상승 ×1
TFII TFI International Inc. Common Shares $618,037 0.05% 4,575 상승 ×1
HIG The Hartford Insurance Group, Inc. Common Stock $600,059 0.05% 5,485 상승 ×1
CACI CACI International, Inc. Class A Common Stock $600,029 0.05% 1,485 상승 ×1
WMS Advanced Drainage Systems, Inc. Common Stock $590,254 0.05% 5,106 상승 ×1
DKS Dick's Sporting Goods Inc Common Stock $565,235 0.04% 2,470 상승 ×1
OWL Blue Owl Capital Inc. Class A Common Stock $559,636 0.04% 24,060 상승 ×1

가장 큰 신규 베팅

이번 분기에 개설된 신규 포지션, 가장 큰 순서대로.

증권 가치 주식 % 포트폴리오의
PG $103,730,420 618,732 8.02%
LLY $89,815,252 116,341 6.95%
NVDA $82,727,340 616,035 6.40%
MSFT $74,129,205 175,870 5.73%
AMZN $63,329,776 288,663 4.90%
GOOGL $47,373,271 250,255 3.66%
DIS $42,107,782 378,157 3.26%
ICE $39,431,026 264,620 3.05%
NOW $37,976,679 35,823 2.94%
MPWR $37,732,709 63,770 2.92%
JPM $34,179,050 142,585 2.64%
ZTS $34,036,566 208,903 2.63%
PPG $33,781,655 282,810 2.61%
SAIA $33,402,730 73,295 2.58%
META $32,006,904 54,665 2.48%