Investment Giant Brinker Capital's Latest Holding Changes: Q3 2022 vs. Q4 2022
Ava Hoppe | 11 May, 2023
Brinker Capital Investments, LLC is one of the famous and well-known investment firms that manage clients' assets across a wide array of investment strategies. 13F is a mandatory quarterly filing for large investment managers in the US, and it requires the disclosure of their holdings.
In this article, we'll discuss the recent changes in Brinker Capital's holdings, which they disclosed in their Q3 2022 vs. Q4 2022 13F Holding Comparison.
Let's dive deeper into Brinker Capital's top holdings that underwent significant changes:
Microsoft Corp (MSFT):
Brinker Capital's third-largest holding, Microsoft, remained almost stable with a negligible share decrease of 2.3% between Q3 2022 and Q4 2022.
Apple Inc (AAPL):
Apple is Brinker Capital's fifth-largest holding. However, the report suggests a decrease of 6.6% in shares, resulting in a drop of 12.2% in its value.
Amazon.com Inc (AMZN):
The tech giant Amazon witnessed a sharp decline of 32.9% in its value, with share numbers dropping by 9.8%.
Intuit Inc (INTU):
The investment giant added Intuit to its portfolio during Q4 2022, representing 2.0% of their total shares. Intuit's shares have remained even between Q3 and Q4 2022.
BlackRock Inc (BLK):
Brinker Capital added BlackRock to its holdings, representing 1.3% of their total shares. However, BlackRock's shares experienced a decrease of over 18.3% in their value.
Invesco ETFs:
Brinker Capital added multiple Invesco ETFs, including Invesco Exchange Traded FD T (SPHQ), Invesco Exchange Traded FD T (PXH), and Invesco Exchange-Traded Fund Trust II (BKCI). The value of these holdings has increased, with Invesco Exchange Traded FD T (SPHQ) experiencing a hike of 17.7%.
Vanguard Fund Holdings:
Vanguard Fund Holdings represented a large portion of Brinker Capital's portfolio, and multiple holdings in different Vanguard funds experienced significant changes. For instance, Vanguard Total Stock Market ETF (VTI) saw a decline of 14.3%, while Vanguard Growth ETF (VUG) experienced a hike of 3.6%.
Conclusion:
Brinker Capital's Q3 2022 vs. Q4 2022 13F Holding Comparison report indicates a volatile period in the stock market. The investment giant added new holdings to their portfolio while also significantly decreasing and increasing the value of their existing holdings. As always, it's important to remember that past performance is not indicative of future results, and anyone investing in the stock market should do their comprehensive research before making investment decisions.
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