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Lord, Abbett & Co Portfolio holdings
AUM
$30.6B
1-Year Est. Return
57.44%
This Fund
S&P 500
This Quarter
Est. Return
+12.17%
1 Year Est. Return
+57.44%
3 Year Est. Return
+215.76%
5 Year Est. Return
+368.6%
10 Year Est. Return
+2,376.62%
AUM
$27.7B
AUM Growth
-$246M
(-0.88%)
Cap. Flow
-$2B
Cap. Flow
% of AUM
-7.2%
Top 10 Holdings %
Top 10 Hldgs %
13.52%
Holding
662
New
92
Increased
165
Reduced
228
Closed
126
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$137M |
| 2 |
Align Technology
ALGN
|
+$126M |
| 3 |
Meta Platforms (Facebook)
META
|
+$112M |
| 4 |
Lam Research
LRCX
|
+$101M |
| 5 |
TSMC
TSM
|
+$98.6M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$238M |
| 2 |
Deere & Co
DE
|
+$150M |
| 3 |
Eli Lilly
LLY
|
+$148M |
| 4 |
Alnylam Pharmaceuticals
ALNY
|
+$125M |
| 5 |
Enphase Energy
ENPH
|
+$118M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 23.41% |
| 2 | Healthcare | 14.8% |
| 3 | Financials | 12.96% |
| 4 | Industrials | 12.62% |
| 5 | Consumer Discretionary | 11.44% |
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Lord, Abbett & Co's Q1 2023 Portfolio in Review
As of Q1 2023, Lord, Abbett & Co held 662 positions worth $27.7B, down 0.88% from $28B the previous quarter. Its ten largest holdings account for 14% of the portfolio.
Lord, Abbett & Co withdrew a net $2B in Q1 2023, closing 126 positions and reducing 228 holdings. Its most notable exit was Deere & Co, an estimated $150M position sold in full.
By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 17% a quarter earlier, followed by Healthcare and Financials.
Against the trend, Lord, Abbett & Co opened a new position in Align Technology worth $142M.
- Lord, Abbett & Co's largest Q1 2023 buy was Align Technology: 426,010 shares worth $142M.
- Lord, Abbett & Co added most to NVIDIA in Q1 2023, an estimated $137M increase.
- Lord, Abbett & Co's biggest Q1 2023 reduction was Microsoft, cutting an estimated $238M.
- Lord, Abbett & Co fully exited Deere & Co in Q1 2023, selling an estimated $150M.
- Lord, Abbett & Co's ten largest holdings make up 14% of its $27.7B portfolio in Q1 2023.
- Lord, Abbett & Co opened 92 new positions and closed 126 in Q1 2023.
- Lord, Abbett & Co's portfolio value fell 0.88% quarter-over-quarter to $27.7B.
Based on Lord, Abbett & Co's 13F filing for Q1 2023, filed 12 May 2023.