LA
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LORD, ABBETT & CO. LLC13F | |
| LORD, ABBETT & CO. LLC | |
| Last update 2024-12-13 | 442 Stocks (80 new) |
| Value $30.20 Bil | Turnover 8 % |
| Portfolio Report | |
LORD, ABBETT & CO. LLC Profile
Lord, Abbett & Co. was founded in 1929 and is headquartered in Jersey City. The company was begun just after the stock market crash of 1929 when Andrew James Lord and associates incorporated the company as Lord, Westerfield & Co., believing that mutual funds should be its company’s focus. Leon Abbet provided the capital contribution for the firm to continue when Westerfield resigned from the company, and the company would be renamed to its current Lord, Abbett & Co. in 1933. The company would launch the American Business Shares trust, now known as the Lord Abbet Income Fund, and the Lord Abbet Aflliated Fund in the 1930s, which would become its longest running funds. Lord, Abbett & Co. would grow organically with the leadership positions being passed to Harry Prankard II in 1949, who lead and expansion in the investment industry, and Robert Driscoll in 1964. During the 1970s, the company would expand its mutual fund offerings and launch its institutional business. The company would move its headquarters first in 1987 to the General Motors Building in New York, expanding further on its mutual funds and growing as an institutional investment firm, and move a second time in 2000 to keep up with further growth. In 2007, the firm’s leadership would be passed on to Daria Foster, who became the firm’s ninth Managing Partner. Lord, Abbett & Co. currently has 59 partners and a total of over 750 employees, 120 of which are investment professionals. The company has a total of $138 billion in assets under management that are split across over 100 institutional accounts. Lord, Abbett & Co. currently offers 60 mutual funds including Growth Leaders, Growth Opportunities, Calibrated Dividend Growth, International Core Equity, Multi Asset Growth, Emerging Markets Corporate Debt, and High Yield Municipal Bond funds, among others.
LORD, ABBETT & CO. LLC Top Holdings of 2024-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 9,063,701 | 1100690.000 | -52.27% | 3.640 | -2.06% | 0.040 | +0.82% | +1.21% | 3328435.900 | Semiconductors | |
MSFT | Microsoft Corp | 2,079,323 | 894740.000 | -54.82% | 2.960 | -1.89% | 0.030 | +0.95% | -0.60% | 3114843.301 | Software | |
UNH | UnitedHealth Group Inc | 783,143 | 457890.000 | -35.45% | 1.520 | -0.37% | 0.090 | -12.55% | +2.93% | 479182.850 | Healthcare Plans | |
JPM | JPMorgan Chase & Co | 2,105,670 | 444000.000 | -56.57% | 1.470 | -0.93% | 0.070 | +13.28% | +0.58% | 675315.707 | Banks | |
GOOGL | Alphabet Inc | 2,643,889 | 438490.000 | -56.39% | 1.450 | -1.04% | 0.020 | +18.62% | +1.45% | 2357015.060 | Interactive Media | |
AVGO | Broadcom Inc | 2,181,786 | 376360.000 | -56.86% | 1.250 | -0.77% | 0.050 | +21.12% | -3.25% | 1051420.859 | Semiconductors | |
TSM | Taiwan Semiconductor Manufacturing Co Ltd | 2,087,775 | 362590.000 | -56.14% | 1.200 | -0.78% | 0.040 | +12.51% | +5.51% | 1080721.424 | Semiconductors | |
AAPL | Apple Inc | 1,542,156 | 359320.000 | -50.09% | 1.190 | -0.55% | 0.010 | +3.52% | -5.42% | 3580182.678 | Hardware | |
PH | Parker Hannifin Corp | 565,082 | 357030.000 | -47.68% | 1.180 | -0.44% | 0.440 | 0% | -0.94% | 81099.022 | Industrial Products | |
XOM | Exxon Mobil Corp | 3,023,423 | 354410.000 | -53.83% | 1.170 | -0.68% | 0.070 | -12.77% | -0.96% | 468253.372 | Oil & Gas |
LORD, ABBETT & CO. LLC's Historical Top Holdings Breakdowns
LORD, ABBETT & CO. LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 2024-09-30 | Reduce | -2.06% | 98.91 ($118.12) 134.91 | $135.91 | 15.06% | Reduce -52.27% | 9,063,701 | -9,924,509 | |
MSFT | Microsoft Corp | 2024-09-30 | Reduce | -1.89% | 395.15 ($427.47) 467.56 | $418.95 | -1.99% | Reduce -54.82% | 2,079,323 | -2,522,943 | |
GOOGL | Alphabet Inc | 2024-09-30 | Reduce | -1.04% | 148.66 ($167.74) 191.18 | $192.04 | 14.49% | Reduce -56.39% | 2,643,889 | -3,419,077 | |
GOOGL | Alphabet Inc | 2024-06-30 | Add | +0.94% | 150.53 ($168.57) 185.41 | $192.04 | 13.92% | Add 103.11% | 6,062,966 | 3,077,840 | |
JPM | JPMorgan Chase & Co | 2024-09-30 | Reduce | -0.93% | 194.9 ($210.63) 224.8 | $239.87 | 13.88% | Reduce -56.57% | 2,105,670 | -2,742,384 | |
AMZN | Amazon.com Inc | 2024-09-30 | Reduce | -0.92% | 161.02 ($182.46) 200 | $218.94 | 19.99% | Reduce -66.18% | 1,450,042 | -2,837,180 | |
AAPL | Apple Inc | 2024-03-31 | Reduce | -0.86% | 169 ($181.83) 195.18 | $236.85 | 30.26% | Reduce -66.83% | 1,225,922 | -2,469,598 | |
| NEEpQ | NextEra Energy Inc | 2023-09-30 | Sold Out | -0.84% | 45.58 ($47.88) 49.66 | $45.61 | -4.74% | Sold Out | 0 | -9,970,390 | |
META | Meta Platforms Inc | 2024-03-31 | Add | +0.82% | 344.47 ($446.07) 512.19 | $615.86 | 38.06% | Add 90.94% | 2,141,438 | 1,019,908 | |
MSFT | Microsoft Corp | 2023-03-31 | Reduce | -0.80% | 222.31 ($255.08) 288.3 | $418.95 | 64.24% | Reduce -31.28% | 4,099,620 | -1,866,092 |
LORD, ABBETT & CO. LLC Total Holding History ($B)
LORD, ABBETT & CO. LLC's Asset Allocation
LORD, ABBETT & CO. LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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LORD, ABBETT & CO. LLC's Hypothetical Growth since 2024-09-30
LORD, ABBETT & CO. LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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LORD, ABBETT & CO. LLC's Holdings Heat Map
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LORD, ABBETT & CO. LLC's Holdings Bubble Chart
LORD, ABBETT & CO. LLC News
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