Fund HoldingsOSTRUM ASSET MANAGEMENT

Total Portfolio Value
$1.15B
Total Bought
$175.32M
Total Sold
$137.89M
Net Transaction
+$37.43M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MICROSOFT CORP(MSFT)085,196+85,196032,0372.78%+32,037
SALESFORCE INC(CRM)026,473+26,47306,9660.61%+6,966
TJX COS INC NEW(TJX)052,862+52,86204,9590.43%+4,959
ULTA BEAUTY INC(ULTA)3,70410,136+6,4321,4804,9670.43%+3,487
OMNICOM GROUP INC(OMC)056,598+56,59804,8960.43%+4,896
MERCK & CO INC(MRK)072,856+72,85607,9430.69%+7,943
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)20,74660,901+40,1551,4054,6000.40%+3,195
CENCORA INC035,886+35,88607,3700.64%+7,370
CAMPBELL SOUP CO(CPB)0111,912+111,91204,8380.42%+4,838
ABBVIE INC(ABBV)043,830+43,83006,7920.59%+6,792
NVIDIA CORPORATION(NVDA)029,433+29,433014,5761.27%+14,576
BIOGEN INC(BIIB)020,310+20,31005,2560.46%+5,256
BOOZ ALLEN HAMILTON HLDG COR019,411+19,41102,4830.22%+2,483
ESSENTIAL UTILS INC(WTRG)0104,638+104,63803,9080.34%+3,908
TRADEWEB MKTS INC(TW)022,374+22,37402,0330.18%+2,033
PROLOGIS INC.(PLD)031,757+31,75704,2330.37%+4,233
GEN DIGITAL INC(GEN)0342,502+342,50207,8160.68%+7,816
ELECTRONIC ARTS INC(EA)051,617+51,61707,0620.61%+7,062
ALPHABET INC(GOOG)63,32472,218+8,8948,28710,0880.88%+1,802
APPLE INC(AAPL)0166,535+166,535032,0632.79%+32,063
PFIZER INC(PFE)0257,255+257,25507,4060.64%+7,406
AMAZON COM INC(AMZN)092,401+92,401014,0391.22%+14,039
SERVICENOW INC(NOW)04,531+4,53103,2010.28%+3,201
BROADCOM INC(AVGO)4,6754,790+1153,8835,3470.46%+1,464
LABORATORY CORP AMER HLDGS025,083+25,08305,7010.50%+5,701
KEYSIGHT TECHNOLOGIES INC(KEYS)030,668+30,66804,8790.42%+4,879
ANNALY CAPITAL MANAGEMENT IN51,703124,500+72,7979732,4120.21%+1,439
MEDTRONIC PLC(MDT)029,475+29,47502,4280.21%+2,428
T-MOBILE US INC(TMUS)36,04939,995+3,9465,0496,4120.56%+1,364
LINDE PLC(LIN)010,098+10,09804,1470.36%+4,147
RTX CORPORATION(RTX)026,288+26,28802,2120.19%+2,212
FEDEX CORP(FDX)07,308+7,30801,8490.16%+1,849
MCDONALDS CORP(MCD)026,213+26,21307,7720.68%+7,772
MONDELEZ INTL INC(MDLZ)055,245+55,24504,0010.35%+4,001
JOHNSON & JOHNSON(JNJ)069,623+69,623010,9130.95%+10,913
GILEAD SCIENCES INC(GILD)075,858+75,85806,1450.53%+6,145
FAIR ISAAC CORP(FICO)01,613+1,61301,8780.16%+1,878
AUTOZONE INC(AZO)01,404+1,40403,6300.32%+3,630
JUNIPER NETWORKS INC32,81868,603+35,7859122,0220.18%+1,110
AON PLC(AON)011,375+11,37503,3100.29%+3,310
ALNYLAM PHARMACEUTICALS INC(ALNY)06,189+6,18901,1850.10%+1,185
COLGATE PALMOLIVE CO(CL)079,958+79,95806,3730.55%+6,373
BOOKING HOLDINGS INC(BKNG)712927+2152,1963,2880.29%+1,093
CROWN HLDGS INC(CCK)038,218+38,21803,5190.31%+3,519
INTERPUBLIC GROUP COS INC096,035+96,03503,1350.27%+3,135
EVERSOURCE ENERGY(ES)078,449+78,44904,8420.42%+4,842
PEPSICO INC(PEP)042,002+42,00207,1340.62%+7,134
BALL CORP050,497+50,49702,9050.25%+2,905
WYNN RESORTS LTD(WYNN)013,533+13,53301,2330.11%+1,233
DOLLAR TREE INC(DLTR)018,798+18,79802,6700.23%+2,670
S&P GLOBAL INC(SPGI)010,472+10,47204,6130.40%+4,613
CADENCE DESIGN SYSTEM INC(CDNS)010,932+10,93202,9780.26%+2,978
APPLIED MATLS INC021,059+21,05903,4130.30%+3,413
AT&T INC(T)0219,035+219,03503,6750.32%+3,675
OREILLY AUTOMOTIVE INC(ORLY)03,527+3,52703,3510.29%+3,351
PTC INC(PTC)24,74225,833+1,0913,5054,5200.39%+1,014
LAMB WESTON HLDGS INC(LW)022,404+22,40402,4220.21%+2,422
ALBERTSONS COS INC172,098212,399+40,3013,9154,8850.42%+970
WORKDAY INC(WDAY)05,178+5,17801,4290.12%+1,429
GENERAL MLS INC(GIS)077,136+77,13605,0250.44%+5,025
BAKER HUGHES COMPANY(BKR)78,831108,639+29,8082,7843,7130.32%+929
INCYTE CORP(INCY)095,129+95,12905,9730.52%+5,973
FISERV INC(FISV)014,892+14,89201,9780.17%+1,978
VERIZON COMMUNICATIONS INC(VZ)0221,475+221,47508,3500.73%+8,350
AVALONBAY CMNTYS INC010,959+10,95902,0520.18%+2,052
REGENERON PHARMACEUTICALS(REGN)03,602+3,60203,1640.27%+3,164
NEWMONT CORP(NEM)0142,659+142,65905,9050.51%+5,905
KEURIG DR PEPPER INC(KDP)0187,995+187,99506,2640.54%+6,264
ONEOK INC NEW(OKE)041,786+41,78602,9340.26%+2,934
NIKE INC(NKE)020,596+20,59602,2360.19%+2,236
DAVITA INC(DVA)013,865+13,86501,4520.13%+1,452
AMERICAN WTR WKS CO INC NEW026,061+26,06103,4400.30%+3,440
MASTERCARD INCORPORATED(MA)013,306+13,30605,6750.49%+5,675
TYLER TECHNOLOGIES INC(TYL)03,745+3,74501,5660.14%+1,566
INTERCONTINENTAL EXCHANGE IN(ICE)037,675+37,67504,8390.42%+4,839
HOME DEPOT INC(HD)17,55217,798+2465,3046,1680.54%+864
HUNTINGTON INGALLS INDS INC(HII)011,009+11,00902,8580.25%+2,858
WP CAREY INC(WPC)28,13036,693+8,5631,5212,3780.21%+857
NETFLIX INC(NFLX)07,429+7,42903,6170.31%+3,617
MOODYS CORP(MCO)07,787+7,78703,0410.26%+3,041
CORNING INC(GLW)039,497+39,49701,2030.10%+1,203
AMERICAN EXPRESS CO(AXP)016,039+16,03903,0050.26%+3,005
DYNATRACE INC(DT)023,318+23,31801,2750.11%+1,275
INTUIT(INTU)03,820+3,82002,3880.21%+2,388
HILTON WORLDWIDE HLDGS INC(HLT)09,056+9,05601,6490.14%+1,649
CORTEVA INC(CTVA)044,969+44,96902,1550.19%+2,155
CHIPOTLE MEXICAN GRILL INC(CMG)0904+90402,0670.18%+2,067
EDWARDS LIFESCIENCES CORP019,840+19,84001,5130.13%+1,513
UBER TECHNOLOGIES INC(UBER)018,145+18,14501,1170.10%+1,117
HCA HEALTHCARE INC(HCA)06,407+6,40701,7340.15%+1,734
UNION PAC CORP(UNP)04,573+4,57301,1230.10%+1,123
VERTEX PHARMACEUTICALS INC(VRTX)09,306+9,30603,7870.33%+3,787
ABBOTT LABS025,628+25,62802,8210.25%+2,821
PUBLIC STORAGE(PSA)08,464+8,46402,5820.22%+2,582
ROYALTY PHARMA PLC(RPRX)0160,481+160,48104,5080.39%+4,508
HOWMET AEROSPACE INC(HWM)021,769+21,76901,1780.10%+1,178
CROWN CASTLE INC(CCI)027,735+27,73503,1950.28%+3,195
LENNAR CORP(LEN)07,121+7,12101,0610.09%+1,061
COMCAST CORP NEW(CCZ)067,007+67,00702,9380.26%+2,938
QUALCOMM INC(QCOM)025,649+25,64903,7100.32%+3,710
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