MANNING & NAPIER ADVISORS LLC

data from 30/09/2025

Capitalization

$ 7.840 B -6.58 %

Average holding period

3 ans

Performance

$ -2.035 T 59 384 168.79 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in MANNING & NAPIER ADVISORS LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MSFT MICROSOFT CORP 4.26% 334.183 M $ 645204 2024/06/30 13.807 M $ 4.13 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 3.81% 299.018 M $ 865966 2024/06/30 20.591 M $ 10.68 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR - SP ADR 3.53% 277.128 M $ 992259 2024/06/30 40.239 M $ 23.31 %
2025/09/30 NVDA NVIDIA CORP 3.49% 273.512 M $ 1465923 2024/06/30 37.758 M $ 18.10 %
2025/09/30 CDNS CADENCE DESIGN SYS INC 3.22% 252.668 M $ 719318 2024/12/31 31.741 M $ 13.99 %
2025/09/30 AMZN AMAZON.COM INC 3.17% 248.791 M $ 1119822 2024/06/30 216.345 K $ 0.08 %
2025/09/30 GOOGL ALPHABET INC-CL A 3.04% 238.638 M $ 977825 2024/06/30 95.330 M $ 37.94 %
2025/09/30 LHX L3HARRIS TECHNOLOGIES INC 2.94% 230.418 M $ 754454 2024/06/30 43.674 M $ 21.75 %
2025/09/30 MA MASTERCARD INC-CLASS A 2.89% 226.534 M $ 398259 2024/06/30 2.866 M $ 1.22 %
2025/09/30 META META PLATFORMS INC 2.85% 223.199 M $ 300241 2024/06/30 -1.169 M $ -0.50 %
2025/09/30 NOW SERVICENOW INC 2.60% 203.549 M $ 216346 2024/06/30 -17.026 M $ -10.49 %
2025/09/30 VRTX VERTEX PHARMACEUTICALS INC 2.39% 187.702 M $ 474822 2024/06/30 -12.511 M $ -12.03 %
2025/09/30 V VISA INC - CLASS A SHARES 2.03% 159.395 M $ 466914 2024/06/30 -6.747 M $ -3.85 %
2025/09/30 CBRE CBRE GROUP INC - A 1.80% 141.131 M $ 887837 2024/12/31 18.783 M $ 12.45 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 1.80% 141.090 M $ 290896 2024/06/30 24.851 M $ 19.62 %
2025/09/30 SQM QUIMICA Y MINERA - ADR 1.79% 140.040 M $ 3168322 2024/12/31 22.980 M $ 21.86 %
2025/09/30 ALB ALBEMARLE CORP 1.77% 138.723 M $ 1596717 2024/12/31 0.000 $ 0.00 %
2025/09/30 AZN ASTRAZENECA 1.72% 135.195 M $ 1762193 2024/06/30 14.723 M $ 9.79 %
2025/09/30 RACE FERRARI NV 1.69% 132.510 M $ 273092 2025/06/30 -1.478 M $ -1.12 %
2025/09/30 WDAY WORKDAY INC-CLASS A 1.59% 124.730 M $ 503573 2025/06/30 376.217 K $ 0.30 %
2025/09/30 MCO MOODY'S CORPORATION 1.59% 124.273 M $ 258461 2024/06/30 -6.852 M $ -5.01 %
2025/09/30 KO COCA COLA CO/THE 1.59% 124.260 M $ 1873650 2024/06/30 -11.115 M $ -6.26 %
2025/09/30 BSY BENTLEY SYSTEMS INC - CLASS B 1.56% 122.028 M $ 2347598 2025/09/30 0.000 $ 0.00 %
2025/09/30 TRU TRANSUNION 1.55% 121.867 M $ 1429864 2024/06/30 -6.387 M $ -4.80 %
2025/09/30 HDB HDFC BANK LTD-ADR 1.51% 118.448 M $ 3467459 2024/06/30 -73.363 M $ -55.44 %
2025/09/30 WFG WEST FRASER TIMBER CO LTD 1.45% 113.656 M $ 1671846 2024/06/30 -4.641 M $ -7.26 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 1.37% 107.556 M $ 240493 2024/06/30 -24.038 M $ -17.70 %
2025/09/30 SPGI S&P GLOBAL INC 1.16% 91.012 M $ 185233 2024/06/30 -7.881 M $ -7.70 %
2025/09/30 NU NU HOLDINGS LTD/CAYMAN ISL-A 1.12% 87.856 M $ 5487582 2025/06/30 13.036 M $ 16.69 %
2025/09/30 VOO VANGUARD S&P 500 ETF 1.10% 86.403 M $ 141093 2024/06/30 6.118 M $ 7.81 %
2025/09/30 GSK GLAXOSMITHKLINE PLC -ADR 1.02% 79.914 M $ 1851569 2024/06/30 872.469 K $ 12.40 %
2025/09/30 APH AMPHENOL CORP CL A 1.00% 78.132 M $ 631373 2025/06/30 24.759 M $ 25.32 %
2025/09/30 TEAM ATLASSIAN CORP PLC-CLASS A 1.00% 78.043 M $ 472102 2024/06/30 -13.180 M $ -21.36 %
2025/09/30 SBS CIA SANEAMENTO BASICO SE ADR 0.98% 76.892 M $ 3089290 2025/06/30 1.656 M $ 13.29 %
2025/09/30 ROL ROLLINS INC 0.98% 76.814 M $ 1307691 2024/06/30 2.977 M $ 4.11 %
2025/09/30 NDAQ NASDAQ STOCK MARKET INC 0.98% 76.438 M $ 861664 2024/09/30 -886.706 K $ -1.08 %
2025/09/30 TJX TJX COMPANIES INC 0.96% 75.353 M $ 521332 2025/09/30 0.000 $ 0.00 %
2025/09/30 MELI MERCADOLIBRE INC 0.87% 68.141 M $ 27242 2024/06/30 -7.665 M $ -10.59 %
2025/09/30 SHW SHERWIN WILLIAMS CO 0.87% 67.904 M $ 196106 2024/06/30 605.821 K $ 0.84 %
2025/09/30 ICE INTERCONTINENTALEXCHANGE INC 0.82% 64.358 M $ 381993 2024/06/30 -5.726 M $ -8.17 %
2025/09/30 HEI-A HEICO CORP-CL A 0.79% 61.574 M $ 242332 2024/06/30 -2.174 M $ -1.80 %
2025/09/30 BLK BLACKROCK INC 0.78% 61.275 M $ 52124 2024/12/31 13.163 M $ 11.11 %
2025/09/30 CWAN CLEARWATER ANALYTICS HLDGS I 0.74% 58.148 M $ 3194969 2025/06/30 -11.925 M $ -17.83 %
2025/09/30 SPTI SPDR BARCLAYS CAPITAL INTERE 0.73% 57.280 M $ 1982008 2024/06/30 238.305 K $ 0.45 %
2025/09/30 CRM SALESFORCE INC 0.72% 56.720 M $ 231414 2024/06/30 -8.605 M $ -13.09 %
2025/09/30 ZTS ZOETIS INC 0.72% 56.439 M $ 385723 2025/06/30 -3.879 M $ -6.17 %
2025/09/30 MUB ISHARES S&P NAT AMT-FREE MUN 0.66% 51.474 M $ 483367 2024/06/30 1.017 M $ 1.92 %
2025/09/30 JPM JP MORGAN CHASE & CO 0.55% 42.759 M $ 135446 2024/06/30 10.867 M $ 8.80 %
2025/09/30 VEA VANGUARD FTSE DEVELOPED MARKETS 0.43% 33.838 M $ 564719 2024/06/30 1.628 M $ 5.10 %
2025/09/30 BND VANGUARD TOTAL BOND MARKET 0.40% 31.694 M $ 425997 2024/06/30 330.134 K $ 1.01 %
2025/09/30 MBB ISHARES BARCLAYS MBS BOND FD 0.40% 31.270 M $ 328643 2024/06/30 441.802 K $ 1.34 %
2025/09/30 VMBS VANGUARD MORTGAGE-BACKED SEC 0.37% 28.761 M $ 611806 2024/06/30 361.760 K $ 1.34 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.35% 27.320 M $ 147340 2024/06/30 8.572 M $ 21.39 %
2025/09/30 VTEB VANGUARD TAX-EXEMPT BOND ETF 0.33% 25.538 M $ 510044 2024/06/30 568.860 K $ 2.12 %
2025/09/30 XOM EXXON MOBIL CORP 0.32% 24.937 M $ 218324 2024/06/30 1.824 M $ 4.59 %
2025/09/30 RSP INVESCO S&P 500 EQUAL WEIGHT 0.31% 24.210 M $ 127623 2024/06/30 995.230 K $ 4.38 %
2025/09/30 BAC BANK OF AMERICA CORP 0.30% 23.741 M $ 452900 2024/06/30 2.893 M $ 9.02 %
2025/09/30 VWO VANGUARD EMERGING MARKET ETF 0.29% 23.070 M $ 425801 2024/06/30 1.941 M $ 9.54 %
2025/09/30 WFC WELLS FARGO COMPANY 0.28% 22.190 M $ 262143 2024/06/30 1.791 M $ 4.62 %
2025/09/30 RMOP ROCKEFELLER OPPORT MUNI ETF 0.27% 21.183 M $ 849300 2025/06/30 379.987 K $ 1.80 %
2025/09/30 USIG ISHARES BROAD USD INVESTMENT 0.26% 20.721 M $ 396799 2024/06/30 334.162 K $ 1.52 %
2025/09/30 CAT CATERPILLAR INC 0.26% 20.107 M $ 42140 2024/06/30 7.111 M $ 22.91 %
2025/09/30 SCHD SCHWAB US DVD EQUITY ETF 0.25% 19.974 M $ 731649 2024/06/30 573.730 K $ 3.02 %
2025/09/30 C CITIGROUP INC 0.23% 18.343 M $ 177814 2024/06/30 6.008 M $ 19.24 %
2025/09/30 VTI VANGUARD TOTAL STOCK MKT ETF 0.23% 17.905 M $ 54561 2024/06/30 1.343 M $ 7.97 %
2025/09/30 VGLT VANGUARD LONG-TERM TREASURY 0.23% 17.649 M $ 309745 2024/06/30 194.612 K $ 1.32 %
2025/09/30 MRK MERCK & CO INC 0.20% 15.674 M $ 186754 2024/12/31 1.231 M $ 6.03 %
2025/09/30 ET ENERGY TRANSFER EQUITY LP 0.20% 15.444 M $ 900000 2024/06/30 -669.299 K $ -5.35 %
2025/09/30 SPSB SPDR PORT SHRT TRM CORP BND 0.19% 15.278 M $ 504406 2024/06/30 53.560 K $ 0.33 %
2025/09/30 SHEL SHELL PLC- ADR 0.19% 15.226 M $ 210156 2024/06/30 248.375 K $ 1.59 %
2025/09/30 OR OSISKO GOLD ROYALTIES LTD 0.19% 14.998 M $ 374114 2025/09/30 0.000 $ 0.00 %
2025/09/30 SGOV ISHARES 0-3 MONTH TREASURY B 0.19% 14.810 M $ 147068 2025/03/31 1.404 K $ 0.01 %
2025/09/30 SPB SPECTRUM BRANDS HOLDINGS INC 0.18% 14.446 M $ 275000 2024/06/30 -108.099 K $ -0.89 %
2025/09/30 SPY S & P 500 DEPOSITORY RECEIPT 0.18% 14.433 M $ 21666 2024/06/30 1.052 M $ 7.82 %
2025/09/30 SPTS SPDR PORT SHRT TRM TRSRY 0.18% 14.375 M $ 490296 2024/06/30 12.620 K $ 0.10 %
2025/09/30 QCOM QUALCOMM INC 0.17% 13.706 M $ 82388 2025/06/30 699.981 K $ 4.46 %
2025/09/30 GILD GILEAD SCIENCES INC 0.17% 13.654 M $ 121237 2024/06/30 29.679 K $ 0.12 %
2025/09/30 WWW WOLVERINE WORLD WIDE INC 0.16% 12.693 M $ 462577 2024/06/30 7.635 M $ 51.77 %
2025/09/30 PGR PROGRESSIVE CORP 0.16% 12.256 M $ 49629 2025/03/31 -1.357 M $ -7.46 %
2025/09/30 COP CONOCOPHILLIPS 0.16% 12.157 M $ 126832 2024/06/30 1.080 M $ 5.40 %
2025/09/30 LMT LOCKHEED MARTIN CORP 0.15% 11.792 M $ 23622 2024/06/30 1.564 M $ 7.79 %
2025/09/30 GIGB GOLDMAN SACHS INV GRD CORP 0.15% 11.599 M $ 248309 2024/06/30 174.119 K $ 1.46 %
2025/09/30 NVS NOVARTIS AG- REG 0.14% 11.346 M $ 88478 2024/06/30 693.465 K $ 5.97 %
2025/09/30 VB VANGUARD SMALL-CAP ETF 0.14% 11.243 M $ 44217 2024/06/30 735.976 K $ 7.30 %
2025/09/30 MDT MEDTRONIC INC 0.14% 11.112 M $ 116674 2024/06/30 1.852 M $ 9.26 %
2025/09/30 NEM NEWMONT GOLDCORP CORP 0.14% 10.647 M $ 125938 2025/03/31 4.648 M $ 44.71 %
2025/09/30 SCCO SOUTHERN COPPER CORPORATION 0.13% 10.559 M $ 87003 2025/03/31 2.371 M $ 19.96 %
2025/09/30 OWL BLUE OWL CAPITAL INC 0.13% 10.158 M $ 600000 2024/06/30 -866.400 K $ -11.87 %
2025/09/30 NVO NOVO-NORDISK A S 0.13% 10.112 M $ 182201 2025/06/30 -2.762 M $ -19.60 %
2025/09/30 GSIE GOLDMAN SACHS ACTIVEBETA INT 0.13% 9.961 M $ 242294 2024/06/30 336.555 K $ 3.66 %
2025/09/30 USHY ISHARES BROAD USD HIGH YIELD 0.13% 9.858 M $ 260794 2024/06/30 270.816 K $ 0.72 %
2025/09/30 VO VANGUARD ETF MIDCAP 0.12% 9.562 M $ 32553 2024/06/30 431.529 K $ 4.97 %
2025/09/30 BMY BRISTOL MYERS SQUIBB CO 0.12% 9.519 M $ 211054 2024/06/30 -468.732 K $ -2.57 %
2025/09/30 VTRS VIATRIS INC 0.12% 9.504 M $ 960000 2024/06/30 931.235 K $ 10.86 %
2025/09/30 BTI BRITISH AMERICAN TOB-SP ADR 0.12% 9.490 M $ 178788 2024/06/30 1.088 M $ 12.15 %
2025/09/30 USB U.S. BANCORP 0.12% 9.465 M $ 193202 2024/06/30 1.068 M $ 6.81 %
2025/09/30 SNY SANOFI-AVENTIS-ADR 0.12% 9.251 M $ 196003 2024/06/30 -183.149 K $ -2.30 %
2025/09/30 BAX BAXTER INTERNATIONAL INC 0.12% 9.211 M $ 404514 2024/06/30 -3.421 M $ -24.80 %
2025/09/30 MPC MARATHON PETROLEUM CORP 0.11% 8.711 M $ 44337 2024/06/30 2.117 M $ 16.03 %
2025/09/30 EQH EQUITABLE HOLDINGS INC 0.11% 8.633 M $ 170000 2025/03/31 -399.000 K $ -9.48 %