EG

EQ/Goldman Sachs Moderate Growth Allocation Portfolio

Mutual Fund
EQ/Goldman Sachs Moderate Growth Allocation Portfolio
Last update 2024-11-27 503 Stocks (7 new)
Value $245.00 Mil Turnover 1 %
Countries:
Top Holdings: AAPL(6.96%)MSFT(6.63%)NVDA(6.19%)AMZN(3.54%)META(2.60%)
Portfolio Report
Summary Stock Picks Current Portfolio
EQ/Goldman Sachs Moderate Grow... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
73,138
17041.150
-4.26%
6.960
-0.29%
0.000
+0.97%
-6.84%
3508035.247
Hardware
MSFT 		Microsoft Corp
37,712
16227.470
-3.56%
6.630
-0.26%
0.000
-0.63%
-1.38%
3090456.892
Software
NVDA 		NVIDIA Corp
124,813
15157.290
-3.98%
6.190
-0.27%
0.000
-4.56%
-1.88%
3226802.400
Semiconductors
AMZN 		Amazon.com Inc
46,467
8658.200
-3.41%
3.540
-0.13%
0.000
+16.11%
-0.74%
2289748.797
Retail - Cyclical
META 		Meta Platforms Inc
11,120
6365.530
-3.96%
2.600
-0.10%
0.000
+0.73%
+1.49%
1500177.311
Interactive Media
GOOGL 		Alphabet Inc
29,805
4943.160
-3.90%
2.020
-0.09%
0.000
+15.11%
+0.19%
2329320.320
Interactive Media
BRK.B 		Berkshire Hathaway Inc
9,186
4227.950
-4.06%
1.730
-0.07%
0.000
-2.16%
-0.72%
970844.763
Insurance
GOOG 		Alphabet Inc
24,796
4145.640
-4.51%
1.690
-0.09%
0.000
+14.98%
+0.32%
2329320.320
Interactive Media
AVGO 		Broadcom Inc
22,103
3812.770
-4.56%
1.560
-0.07%
0.000
+23.58%
-3.08%
1053248.928
Semiconductors
TSLA 		Tesla Inc
14,078
3683.230
-3.46%
1.500
-0.04%
0.000
+80.85%
-1.85%
1272339.246
Vehicles & Parts

EQ/Goldman Sachs Moderate Growth Allocation Portfolio's Historical Top Holdings Breakdowns

EQ/Goldman Sachs Moderate Growth Allocation Portfolio's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AAPL 		Apple Inc2023-12-31Reduce
-0.56%
●
166.89 ($184.64) 198.11
$233.28
26.34%
Reduce -7.2%
80,722
-6,265
MSFT 		Microsoft Corp2023-12-31Reduce
-0.39%
●
313.39 ($355.93) 382.7
$415.67
16.78%
Reduce -5.74%
41,037
-2,500
UBER 		Uber Technologies Inc2023-12-31New Buy
+0.32%
●
40.62 ($52.31) 63.28
$64.84
23.95%
New holding
11,362
11,362
AAPL 		Apple Inc2024-09-30Reduce
-0.29%
●
207.23 ($223.32) 234.82
$233.28
4.46%
Reduce -4.26%
73,138
-3,254
NVDA 		NVIDIA Corp2024-09-30Reduce
-0.27%
●
98.91 ($118.12) 134.91
$131.76
11.55%
Reduce -3.98%
124,813
-5,177
MSFT 		Microsoft Corp2024-09-30Reduce
-0.26%
●
395.15 ($427.47) 467.56
$415.67
-2.76%
Reduce -3.56%
37,712
-1,393
PANW 		Palo Alto Networks Inc2023-12-31New Buy
+0.23%
●
115.86 ($133.7) 156.93
$170.58
27.58%
New holding
3,432
1,716
BX 		Blackstone Inc2023-12-31New Buy
+0.23%
●
89.61 ($108.19) 133.13
$169.32
56.50%
New holding
3,923
3,923
AAPL 		Apple Inc2024-03-31Reduce
-0.20%
●
169 ($181.83) 195.18
$233.28
28.30%
Reduce -2.89%
78,393
-2,329
AAPL 		Apple Inc2023-06-30Reduce
-0.20%
●
160.1 ($174.1) 193.97
$233.28
33.99%
Reduce -2.79%
86,987
-2,495

EQ/Goldman Sachs Moderate Growth Allocation Portfolio Total Holding History ($B)

To

EQ/Goldman Sachs Moderate Growth Allocation Portfolio's Asset Allocation

To

EQ/Goldman Sachs Moderate Growth Allocation Portfolio Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

EQ/Goldman Sachs Moderate Growth Allocation Portfolio's Hypothetical Growth since 2024-09-30

EQ/Goldman Sachs Moderate Growth Allocation Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

EQ/Goldman Sachs Moderate Growth Allocation Portfolio's Holdings Heat Map

Size field:

EQ/Goldman Sachs Moderate Growth Allocation Portfolio's Holdings Bubble Chart

EQ/Goldman Sachs Moderate Growth Allocation Portfolio News

  • 1

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