GLENMEDE TRUST CO NA

data from 31/03/2025

Capitalization

$ 18.624 B -4.92 %

Average holding period

25 ans

Performance

$ 22.218 B 102 306.27 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in GLENMEDE TRUST CO NA

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/03/31 VOO VANGUARD INDEX FDS 4.29% 799.114 M $ 1554969 2012/09/30 -36.772 M $ -4.62 %
2025/03/31 AAPL APPLE INC 4.14% 771.665 M $ 3473935 2011/06/30 -103.999 M $ -11.30 %
2025/03/31 MSFT MICROSOFT CORP 3.27% 609.898 M $ 1624704 2011/06/30 -75.684 M $ -10.94 %
2025/03/31 IJR ISHARES TR 2.94% 548.315 M $ 5243517 2013/06/30 -56.141 M $ -9.24 %
2025/03/31 SPY SPDR S&P 500 ETF TR 2.51% 467.338 M $ 835443 2011/06/30 -22.539 M $ -4.55 %
2025/03/31 JPM JPMORGAN CHASE & CO. 1.55% 287.916 M $ 1173730 2011/06/30 6.679 M $ 2.33 %
2025/03/31 AMZN AMAZON COM INC 1.45% 269.679 M $ 1417421 2011/12/31 -41.900 M $ -13.28 %
2025/03/31 LLY ELI LILLY & CO 1.38% 257.653 M $ 311963 2011/06/30 17.729 M $ 6.98 %
2025/03/31 JNJ JOHNSON & JOHNSON 1.26% 234.869 M $ 1416237 2011/12/31 30.479 M $ 14.67 %
2025/03/31 GOOGL ALPHABET INC 1.19% 221.101 M $ 1429780 2015/12/31 -50.432 M $ -18.31 %
2025/03/31 GOOG ALPHABET INC 1.11% 206.483 M $ 1321659 2015/12/31 -48.166 M $ -17.96 %
2025/03/31 MA MASTERCARD INCORPORATED 1.11% 205.918 M $ 375681 2013/06/30 8.229 M $ 4.09 %
2025/03/31 ORCL ORACLE CORP 1.05% 195.076 M $ 1395291 2011/06/30 -38.807 M $ -16.10 %
2025/03/31 VB VANGUARD INDEX FDS 1.02% 190.275 M $ 858061 2013/06/30 -16.047 M $ -7.71 %
2025/03/31 HD HOME DEPOT INC 0.98% 182.201 M $ 497152 2011/09/30 -11.273 M $ -5.78 %
2025/03/31 ABT ABBOTT LABS 0.93% 173.681 M $ 1309315 2013/06/30 26.681 M $ 17.28 %
2025/03/31 XOM EXXON MOBIL CORP 0.92% 172.043 M $ 1446590 2011/06/30 15.386 M $ 10.56 %
2025/03/31 PVAL PUTNAM ETF TRUST 0.91% 170.043 M $ 4465415 2024/03/31 3.607 M $ 2.59 %
2025/03/31 CVX CHEVRON CORP NEW 0.91% 168.887 M $ 1009545 2011/06/30 22.472 M $ 15.50 %
2025/03/31 PG PROCTER AND GAMBLE CO 0.89% 165.721 M $ 972427 2011/12/31 2.724 M $ 1.65 %
2025/03/31 CSCO CISCO SYS INC 0.84% 157.226 M $ 2547827 2011/12/31 6.653 M $ 4.24 %
2025/03/31 META META PLATFORMS INC 0.82% 152.541 M $ 264663 2013/06/30 -2.585 M $ -1.56 %
2025/03/31 RTX RTX CORPORATION 0.81% 150.830 M $ 1138686 2020/06/30 19.428 M $ 14.47 %
2025/03/31 SMMD ISHARES TR 0.76% 141.475 M $ 2262153 2023/12/31 -9.548 M $ -8.03 %
2025/03/31 NVDA NVIDIA CORPORATION 0.75% 140.532 M $ 1296657 2011/06/30 -35.367 M $ -19.29 %
2025/03/31 VTI VANGUARD INDEX FDS 0.75% 139.912 M $ 509067 2013/06/30 -8.110 M $ -5.17 %
2025/03/31 ACN ACCENTURE PLC IRELAND 0.74% 138.710 M $ 444526 2011/06/30 -18.100 M $ -11.30 %
2025/03/31 TJX TJX COS INC NEW 0.73% 135.901 M $ 1115769 2011/06/30 1.118 M $ 0.82 %
2025/03/31 V VISA INC 0.73% 135.590 M $ 386892 2011/06/30 13.664 M $ 10.89 %
2025/03/31 DFAX DIMENSIONAL ETF TRUST 0.72% 134.088 M $ 5117849 2021/09/30 6.826 M $ 5.39 %
2025/03/31 BKNG BOOKING HOLDINGS INC 0.71% 132.872 M $ 28842 2018/06/30 -10.904 M $ -7.28 %
2025/03/31 PEP PEPSICO INC 0.71% 131.721 M $ 878493 2011/06/30 -1.904 M $ -1.39 %
2025/03/31 CB CHUBB LIMITED 0.65% 121.752 M $ 403167 2016/03/31 10.418 M $ 9.30 %
2025/03/31 VIG VANGUARD SPECIALIZED FUNDS 0.63% 117.992 M $ 608238 2013/06/30 -1.109 M $ -0.94 %
2025/03/31 COST COSTCO WHSL CORP NEW 0.62% 115.180 M $ 121783 2011/06/30 3.565 M $ 3.22 %
2025/03/31 BRK-B BERKSHIRE HATHAWAY INC DEL 0.59% 109.889 M $ 206333 2011/12/31 16.097 M $ 17.49 %
2025/03/31 APH AMPHENOL CORP NEW 0.59% 109.333 M $ 1666912 2011/06/30 -6.166 M $ -5.56 %
2025/03/31 VEA VANGUARD TAX-MANAGED FDS 0.55% 103.049 M $ 2027331 2011/12/31 6.232 M $ 6.29 %
2025/03/31 MCD MCDONALDS CORP 0.54% 99.858 M $ 319680 2013/06/30 7.190 M $ 7.75 %
2025/03/31 RSP INVESCO EXCHANGE TRADED FD T 0.50% 93.372 M $ 539004 2018/09/30 -1.057 M $ -1.14 %
2025/03/31 EWJ ISHARES INC 0.49% 91.558 M $ 1335450 2016/12/31 1.881 M $ 2.18 %
2025/03/31 USRT ISHARES TR 0.49% 90.640 M $ 1573608 2021/12/31 459.268 K $ 0.51 %
2025/03/31 UNH UNITEDHEALTH GROUP INC 0.48% 89.113 M $ 170144 2011/06/30 3.348 M $ 3.54 %
2025/03/31 PNC PNC FINL SVCS GROUP INC 0.47% 88.405 M $ 502956 2011/06/30 -7.868 M $ -8.86 %
2025/03/31 NFLX NETFLIX INC 0.47% 88.242 M $ 94626 2013/06/30 4.554 M $ 4.62 %
2025/03/31 WMT WALMART INC 0.46% 85.901 M $ 978478 2011/06/30 -2.643 M $ -2.83 %
2025/03/31 IWM ISHARES TR 0.45% 84.522 M $ 423689 2013/06/30 -9.061 M $ -9.72 %
2025/03/31 AXP AMERICAN EXPRESS CO 0.45% 83.986 M $ 312157 2011/06/30 -8.059 M $ -9.35 %
2025/03/31 VUG VANGUARD INDEX FDS 0.45% 83.962 M $ 226422 2013/06/30 -8.785 M $ -9.65 %
2025/03/31 UNP UNION PAC CORP 0.44% 82.451 M $ 349015 2011/06/30 2.884 M $ 3.60 %
2025/03/31 VNQ VANGUARD INDEX FDS 0.43% 80.338 M $ 887317 2013/06/30 1.306 M $ 1.64 %
2025/03/31 AMAT APPLIED MATLS INC 0.43% 80.019 M $ 551396 2011/06/30 -9.694 M $ -10.77 %
2025/03/31 PH PARKER-HANNIFIN CORP 0.42% 77.312 M $ 127189 2011/06/30 -3.673 M $ -4.43 %
2025/03/31 HON HONEYWELL INTL INC 0.41% 76.640 M $ 361935 2011/06/30 -5.141 M $ -6.26 %
2025/03/31 ABBV ABBVIE INC 0.41% 75.992 M $ 362697 2014/12/31 11.432 M $ 17.91 %
2025/03/31 SCHW SCHWAB CHARLES CORP 0.40% 74.961 M $ 957596 2011/06/30 4.023 M $ 5.77 %
2025/03/31 QCOM QUALCOMM INC 0.40% 74.472 M $ 484810 2011/06/30 -4.827 K $ -0.01 %
2025/03/31 EFA ISHARES TR 0.40% 74.113 M $ 906807 2011/12/31 5.559 M $ 8.09 %
2025/03/31 CMCSA COMCAST CORP NEW 0.38% 71.566 M $ 1939456 2011/06/30 -1.234 M $ -1.68 %
2025/03/31 BLK BLACKROCK INC 0.38% 71.268 M $ 75298 2024/12/31 -5.957 M $ -7.67 %
2025/03/31 NEE NEXTERA ENERGY INC 0.37% 69.533 M $ 980860 2011/12/31 -795.332 K $ -1.12 %
2025/03/31 IVV ISHARES TR 0.37% 69.133 M $ 123035 2013/06/30 -3.354 M $ -4.55 %
2025/03/31 ROST ROSS STORES INC 0.37% 68.669 M $ 537362 2011/06/30 -12.830 M $ -15.52 %
2025/03/31 AME AMETEK INC 0.36% 66.993 M $ 389178 2012/09/30 -3.170 M $ -4.50 %
2025/03/31 ITW ILLINOIS TOOL WKS INC 0.36% 66.952 M $ 269957 2011/12/31 -1.524 M $ -2.19 %
2025/03/31 LH LABCORP HOLDINGS INC 0.35% 65.832 M $ 282856 2024/06/30 979.771 K $ 1.49 %
2025/03/31 ADBE ADOBE INC 0.35% 65.648 M $ 171167 2011/09/30 -11.268 M $ -13.75 %
2025/03/31 MRK MERCK & CO INC 0.35% 64.658 M $ 720348 2011/12/31 -4.861 M $ -9.77 %
2025/03/31 CRM SALESFORCE INC 0.35% 64.260 M $ 239454 2013/06/30 -15.755 M $ -19.73 %
2025/03/31 BMY BRISTOL-MYERS SQUIBB CO 0.34% 63.557 M $ 1042096 2011/06/30 4.567 M $ 7.83 %
2025/03/31 LRCX LAM RESEARCH CORP 0.34% 63.540 M $ 873998 2024/12/31 414.007 K $ 0.65 %
2025/03/31 ADP AUTOMATIC DATA PROCESSING IN 0.34% 62.466 M $ 204452 2011/12/31 2.634 M $ 4.37 %
2025/03/31 DOCU DOCUSIGN INC 0.33% 61.759 M $ 758714 2018/12/31 -6.492 M $ -9.50 %
2025/03/31 ACWX ISHARES TR 0.31% 58.306 M $ 1051510 2013/06/30 3.492 M $ 6.31 %
2025/03/31 ABC CENCORA INC 0.31% 57.803 M $ 207856 2011/06/30 0.000 $ 0.00 %
2025/03/31 TWLO TWILIO INC 0.30% 55.831 M $ 570224 2023/09/30 -6.501 M $ -9.41 %
2025/03/31 GLD SPDR GOLD TR 0.29% 54.731 M $ 189947 2013/06/30 8.042 M $ 19.00 %
2025/03/31 SHW SHERWIN WILLIAMS CO 0.29% 53.738 M $ 153892 2013/06/30 1.406 M $ 2.72 %
2025/03/31 OKTA OKTA INC 0.28% 52.337 M $ 497408 2023/03/31 15.325 M $ 33.53 %
2025/03/31 AVGO BROADCOM INC 0.26% 48.067 M $ 287090 2018/06/30 -19.603 M $ -27.78 %
2025/03/31 TMO THERMO FISHER SCIENTIFIC INC 0.26% 47.990 M $ 96443 2011/06/30 -1.813 M $ -4.35 %
2025/03/31 EBAY EBAY INC. 0.26% 47.965 M $ 708185 2011/06/30 5.183 M $ 9.33 %
2025/03/31 QUAL ISHARES TR 0.25% 47.440 M $ 277605 2018/12/31 -1.846 M $ -4.04 %
2025/03/31 MDT MEDTRONIC PLC 0.25% 47.069 M $ 523800 2015/03/31 4.172 M $ 12.49 %
2025/03/31 TT TRANE TECHNOLOGIES PLC 0.25% 46.643 M $ 138439 2020/06/30 -3.886 M $ -8.78 %
2025/03/31 ANET ARISTA NETWORKS INC 0.25% 46.533 M $ 600577 2024/12/31 -19.206 M $ -29.90 %
2025/03/31 FI FISERV INC 0.25% 45.807 M $ 207433 2013/06/30 3.197 M $ 7.50 %
2025/03/31 KO COCA COLA CO 0.25% 45.718 M $ 638336 2011/12/31 6.491 M $ 15.03 %
2025/03/31 FTNT FORTINET INC 0.24% 45.119 M $ 468717 2013/06/30 860.037 K $ 1.88 %
2025/03/31 PINS PINTEREST INC 0.24% 44.963 M $ 1450405 2022/06/30 2.570 M $ 6.90 %
2025/03/31 IJT ISHARES TR 0.24% 44.659 M $ 358709 2013/06/30 -3.977 M $ -8.03 %
2025/03/31 MLM MARTIN MARIETTA MATLS INC 0.24% 44.057 M $ 92144 2013/12/31 -3.455 M $ -7.43 %
2025/03/31 PYPL PAYPAL HLDGS INC 0.23% 43.728 M $ 670161 2015/09/30 -16.357 M $ -23.55 %
2025/03/31 PGR PROGRESSIVE CORP 0.23% 43.010 M $ 151975 2013/06/30 6.814 M $ 18.11 %
2025/03/31 DT DYNATRACE INC 0.23% 42.864 M $ 909104 2024/03/31 -6.562 M $ -13.25 %
2025/03/31 JBL JABIL INC 0.23% 41.915 M $ 308040 2011/06/30 -2.696 M $ -5.44 %
2025/03/31 USMV ISHARES TR 0.22% 41.885 M $ 447207 2013/06/30 2.162 M $ 5.48 %
2025/03/31 WSM WILLIAMS SONOMA INC 0.22% 40.307 M $ 254949 2013/06/30 -7.777 M $ -14.62 %
2025/03/31 ULTA ULTA BEAUTY INC 0.22% 40.272 M $ 109872 2014/12/31 -6.304 M $ -15.72 %
2025/03/31 BAC BANK AMERICA CORP 0.22% 40.135 M $ 961772 2011/06/30 -2.158 M $ -5.05 %