Mineras de oro y plata
Las empresas mineras tienen costos fijos mientras el precio del metal varía, por lo que sus ganancias fluctúan más que el precio del metal, tanto al alza como a la baja. Ese apalancamiento operativo es la razón para tener acciones de mineras en lugar de lingotes.
124 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 1 |
VanEck Associates
New York
| USD 26.9 mil M | -USD 2121 M | 65 | 16.42% | Reducidas |
|
| 2 |
BlackRock
New York
| USD 25.7 mil M | +USD 487 M | 69 | 0.38% | Aumentadas |
|
| 3 |
Vanguard Capital Management
Malvern,
Pennsylvania
| USD 20.7 mil M | +USD 723 M | 49 | 0.44% | Aumentadas |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| USD 14.7 mil M | -USD 2344 M | 63 | 0.64% | Reducidas |
|
| 5 |
Capital World Investors
Los Angeles,
California
| USD 11.9 mil M | -USD 1483 M | 12 | 1.41% | Reducidas |
|
| 6 |
Bank of Montreal
Toronto,
Ontario, Canada
| USD 9343 M | +USD 768 M | 71 | 3.08% | Aumentadas |
|
| 7 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| USD 8666 M | +USD 770 M | 89 | 1.29% | Aumentadas |
|
| 8 |
Geode Capital Management
Boston,
Massachusetts
| USD 8327 M | +USD 544 M | 60 | 0.44% | Aumentadas |
|
| 9 |
State Street
Boston,
Massachusetts
| USD 8206 M | +USD 730 M | 33 | 0.24% | Aumentadas |
|
| 10 |
Morgan Stanley
New York
| USD 6916 M | +USD 857 M | 94 | 0.37% | Aumentadas |
|
| 11 |
Fidelity International
Hamilton,
Bermuda
| USD 6809 M | -USD 723 M | 35 | 4.89% | Reducidas |
|
| 12 |
Norges Bank
Oslo,
Norway
| USD 6403 M | +USD 7544 M | 29 | 0.64% | Nuevas |
|
| 13 |
First Eagle Investment Management
New York
| USD 6313 M | -USD 120 M | 16 | 10.39% | Reducidas |
|
| 14 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| USD 6031 M | -USD 109 M | 51 | 6.03% | Reducidas |
|
| 15 |
Vanguard Portfolio Management
Malvern,
Pennsylvania
| USD 5815 M | +USD 379 M | 23 | 0.26% | Aumentadas |
|
| 16 |
Massachusetts Financial Services
Boston,
Massachusetts
| USD 5806 M | +USD 197 M | 18 | 1.84% | Aumentadas |
|
| 17 |
Invesco
Atlanta,
Georgia
| USD 5255 M | +USD 310 M | 46 | 0.42% | Aumentadas |
|
| 18 |
Goldman Sachs
New York
| USD 5096 M | -USD 859 k | 75 | 0.44% | Reducidas |
|
| 19 |
Mirae Asset Global ETFs Holdings
Causeway Bay,
Hong Kong
| USD 4787 M | +USD 53.5 M | 68 | 5.71% | Aumentadas |
|
| 20 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| USD 4744 M | +USD 254 M | 60 | 1.38% | Aumentadas |
|
| 21 |
Vanguard Fiduciary Trust
Malvern,
Pennsylvania
| USD 4604 M | +USD 152 M | 53 | 1.01% | Aumentadas |
|
| 22 |
Bank of America
Charlotte,
North Carolina
| USD 4409 M | +USD 112 M | 81 | 0.28% | Aumentadas |
|
| 23 |
Elliott Investment Management
West Palm Beach,
Florida
| USD 4092 M | -USD 215 k | 2 | 18.05% | Reducidas |
|
| 24 |
Dimensional Fund Advisors
Austin,
Texas
| USD 3957 M | +USD 220 M | 43 | 0.72% | Aumentadas |
|
| 25 |
JP Morgan Chase
New York
| USD 3884 M | +USD 200 M | 81 | 0.22% | Aumentadas |
|