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BIT
BlackRock Institutional Trust Portfolio holdings
AUM
$675B
1-Year Est. Return
16.07%
This Fund
S&P 500
This Quarter
Est. Return
+3.13%
1 Year Est. Return
+16.07%
3 Year Est. Return
+37.67%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$495B
AUM Growth
–
Cap. Flow
+$494B
Cap. Flow
% of AUM
99.72%
Top 10 Holdings %
Top 10 Hldgs %
14.16%
Holding
3,984
New
3,859
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$10.9B |
| 2 |
ExxonMobil
XOM
|
+$10.8B |
| 3 |
Microsoft
MSFT
|
+$6.86B |
| 4 |
Johnson & Johnson
JNJ
|
+$6.42B |
| 5 |
GE Aerospace
GE
|
+$6.32B |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 14.7% |
| 2 | Technology | 13.01% |
| 3 | Healthcare | 12.08% |
| 4 | Industrials | 10.69% |
| 5 | Energy | 8.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
ExxonMobil
XOM
$654B
| $10.9B | 2.2% |
+120,359,653
| New | +$10.8B |
|
|
2
Apple
AAPL
$4.72T
| $10.1B | 2.03% |
+710,590,300
| New | +$10.9B |
|
|
3
Microsoft
MSFT
$2.83T
| $7.23B | 1.46% |
+209,298,093
| New | +$6.86B |
|
|
4
Johnson & Johnson
JNJ
$622B
| $6.5B | 1.31% |
+75,654,930
| New | +$6.42B |
|
5
Alphabet (Google) Class C
GOOG
$3.9T
| $6.36B | 1.28% |
+289,973,674
| New | +$6.13B |
|
|
6
GE Aerospace
GE
$361B
| $6.34B | 1.28% |
+57,065,161
| New | +$6.32B |
|
7
Chevron
CVX
$390B
| $6.16B | 1.24% |
+52,081,901
| New | +$6.29B |
|
8
Procter & Gamble
PG
$340B
| $5.67B | 1.14% |
+73,619,066
| New | +$5.78B |
|
9
JPMorgan Chase
JPM
$925B
| $5.51B | 1.11% |
+104,303,871
| New | +$5.3B |
|
10
Wells Fargo
WFC
$261B
| $5.44B | 1.1% |
+131,723,489
| New | +$5.13B |
|
11
Berkshire Hathaway Class B
BRK.B
$1.05T
| $5.26B | 1.06% |
+47,005,479
| New | +$5.17B |
|
12
IBM
IBM
$192B
| $5.25B | 1.06% |
+28,761,583
| New | +$5.6B |
|
13
AT&T
T
$160B
| $5.11B | 1.03% |
+191,288,387
| New | +$5.31B |
|
14
Pfizer
PFE
$142B
| $5.03B | 1.02% |
+189,460,451
| New | +$5.23B |
|
15
Citigroup
C
$221B
| $4.08B | 0.82% |
+85,092,553
| New | +$4.09B |
|
16
Coca-Cola
KO
$349B
| $4.07B | 0.82% |
+101,399,408
| New | +$4.2B |
|
17
Verizon
VZ
$184B
| $3.93B | 0.79% |
+78,147,989
| New | +$3.99B |
|
18
Merck
MRK
$322B
| $3.81B | 0.77% |
+86,061,666
| New | +$3.84B |
|
19
Bank of America
BAC
$429B
| $3.66B | 0.74% |
+284,308,083
| New | +$3.63B |
|
20
Philip Morris
PM
$296B
| $3.63B | 0.73% |
+41,936,167
| New | +$3.9B |
|
21
Cisco
CSCO
$446B
| $3.59B | 0.72% |
+147,524,172
| New | +$3.32B |
|
22
PepsiCo
PEP
$184B
| $3.38B | 0.68% |
+41,338,187
| New | +$3.38B |
|
23
Intel
INTC
$504B
| $3.21B | 0.65% |
+132,361,615
| New | +$3.13B |
|
24
Walmart Inc
WMT
$860B
| $3.18B | 0.64% |
+128,112,336
| New | +$3.28B |
|
25
Walt Disney
DIS
$162B
| $3.07B | 0.62% |
+48,613,370
| New | +$3.07B |
|
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BlackRock Institutional Trust's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for BlackRock Institutional Trust, which disclosed 3,984 positions worth $495B. Its ten largest holdings account for 14% of the portfolio.
Its largest position is Apple: 710,590,300 shares worth $10.1B.
By sector, the portfolio is most concentrated in Financials at 15% of assets, followed by Technology and Healthcare.
- BlackRock Institutional Trust's largest Q2 2013 buy was Apple: 710,590,300 shares worth $10.1B.
- BlackRock Institutional Trust's ten largest holdings make up 14% of its $495B portfolio in Q2 2013.
- BlackRock Institutional Trust disclosed 3,984 positions in Q2 2013, its first 13F filing on record.
Based on BlackRock Institutional Trust's 13F filing for Q2 2013, filed 13 Aug 2013.