Investments: SWS Partners

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: SWS Partners
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds. Breite = Veränderung der Halter-Breite (distinct Fonds) über das Fenster — ▲ steigend / ▼ fallend (Interesse = Flow, nicht Kurs). GCS = aktuelles Conviction-Band der Aktie.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTickerBreiteGCS2026/Q22026/Q12025/Q42025/Q3
Investment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. Fonds
413.853.842 $+85.941.179 $
+110,8 %
79359.590.315 $-2.249.777 $
+85,1 %
84369.998.579 $+12.895.438 $
+32,0 %
87366.514.798 $+33.738.469 $
+29,5 %
92
iSHARES TRUST→ 050.608.733 $+1.933.124 $
+4,0 %
148.675.609 $-489.304 $
-1,0 %
149.164.913 $+1.499.432 $
+3,1 %
147.665.481 $+4.007.520 $
+9,2 %
1
SCHWAB STRATEGIC TRUST→ 043.457.975 $+3.059.423 $
+7,6 %
140.398.552 $+850.196 $
+2,1 %
139.548.356 $+891.203 $
+2,3 %
138.657.153 $+2.805.262 $
+7,8 %
1
ISHARES TR→ 021.002.237 $+20.690.623 $
+6.639,8 %
120.093.298 $+19.816.812 $
+7.167,4 %
119.873.621 $+18.954.776 $
+2.062,9 %
119.458.121 $+18.499.911 $
+1.930,7 %
1
NVIDIA CORPNVDA→ 0Neutral16.736.271 $+3.908.339 $
+30,5 %
112.827.932 $+2.849.019 $
+28,6 %
19.978.913 $-11.700 $
-0,1 %
19.990.613 $+1.221.663 $
+13,9 %
1
Alphabet Inc.GOOGL→ 0Stark10.057.694 $-196.679 $
-1,9 %
110.254.373 $-3.165.416 $
-23,6 %
113.419.789 $+4.979.530 $
+59,0 %
18.440.259 $+3.307.838 $
+64,4 %
1
SPDR SERIES TRUST→ 011.973.465 $-1.107.355 $
-8,5 %
113.080.820 $+360.337 $
+2,8 %
112.720.483 $-159.029 $
-1,2 %
112.879.512 $+1.462.422 $
+12,8 %
1
MICRON TECHNOLOGY INCMU→ 0Stark12.055.205 $+8.618.389 $
+250,8 %
13.436.816 $-1.225.151 $
-26,3 %
14.661.967 $+705.635 $
+17,8 %
13.956.332 $+609.097 $
+18,2 %
1
PureCycle Technologies, Inc.PCT→ 0Sehr schwach11.637.236 $+6.292.166 $
+117,7 %
15.345.070 $-3.145.831 $
-37,0 %
18.490.901 $-1.365.238 $
-13,9 %
19.856.139 $-986.838 $
-9,1 %
1
AMBARELLA INCAMBA→ 0Schwach11.329.883 $+6.623.155 $
+140,7 %
14.706.728 $-1.611.547 $
-25,5 %
16.318.275 $+12.356 $
+0,2 %
16.305.919 $+1.340.675 $
+27,0 %
1
Guardant Health, Inc.GH→ 0Schwach11.189.515 $+3.847.898 $
+52,4 %
17.341.617 $-544.554 $
-6,9 %
17.886.171 $+1.978.285 $
+33,5 %
15.907.886 $+1.064.139 $
+22,0 %
1
VANGUARD GROUP INC→ 09.415.107 $-19.172 $
-0,2 %
19.434.279 $+1.079.357 $
+12,9 %
18.354.922 $+237.640 $
+2,9 %
18.117.282 $+563.224 $
+7,5 %
1
Marvell Technology, Inc.MRVL→ 0Neutral8.677.249 $+3.151.436 $
+57,0 %
15.525.813 $-547.480 $
-9,0 %
16.073.293 $+50.852 $
+0,8 %
16.022.441 $+569.676 $
+10,4 %
1
Okta, Inc.OKTA→ 0Neutral8.208.958 $+2.527.001 $
+44,5 %
15.681.957 $+2.003.941 $
+54,5 %
13.678.016 $+275.977 $
+8,1 %
13.402.039 $+378.046 $
+12,5 %
1
Natera, Inc.NTRA→ 0Schwach8.201.797 $+2.318.082 $
+39,4 %
15.883.715 $-754.418 $
-11,4 %
16.638.133 $-933.429 $
-12,3 %
17.571.562 $+466.423 $
+6,6 %
1
Snowflake Inc.SNOW→ 0Schwach7.206.350 $+3.057.012 $
+73,7 %
14.149.338 $-520.304 $
-11,1 %
14.669.642 $+550.464 $
+13,4 %
14.119.178 $-1.683.552 $
-29,0 %
1
Block, Inc.XYZ→ 0Neutral6.836.783 $+1.560.895 $
+29,6 %
15.275.888 $+443.122 $
+9,2 %
14.832.766 $+1.672.225 $
+52,9 %
13.160.541 $+235.481 $
+8,1 %
1
CIENA CORPCIEN→ 0Neutral6.666.707 $+856.551 $
+14,7 %
15.810.156 $+1.816.785 $
+45,5 %
13.993.371 $+1.100.508 $
+38,0 %
12.892.863 $+472.783 $
+19,5 %
1
ELI LILLY & CoLLY→ 0Neutral6.293.331 $+4.175.394 $
+197,1 %
12.117.937 $-271.057 $
-11,3 %
12.388.994 $+2.388.994 $1
TERADYNE, INCTER→ 0Stark6.248.845 $+2.522.423 $
+67,7 %
13.726.422 $+689.392 $
+22,7 %
13.037.030 $+853.296 $
+39,1 %
12.183.734 $+2.183.734 $1
MP Materials Corp. / DEMP→ 0Schwach5.006.497 $+804.683 $
+19,2 %
14.201.814 $-45.906 $
-1,1 %
14.247.720 $-1.750.391 $
-29,2 %
15.998.111 $+2.578.499 $
+75,4 %
1
CORNING INC /NYGLW→ 0Stark5.540.785 $-245.103 $
-4,2 %
15.785.888 $+1.873.988 $
+47,9 %
13.911.900 $-662.066 $
-14,5 %
14.573.966 $+1.676.171 $
+57,8 %
1
MERCADOLIBRE INCMELI→ 0Neutral3.964.632 $+44.228 $
+1,1 %
13.920.404 $-504.547 $
-11,4 %
14.424.951 $-734.816 $
-14,2 %
15.159.767 $+759.572 $
+17,3 %
1
Philip Morris International Inc.PM→ 0Neutral5.084.546 $+294.205 $
+6,1 %
14.790.341 $+166.801 $
+3,6 %
14.623.540 $+1.038.575 $
+29,0 %
13.584.965 $-337.884 $
-8,6 %
1
Meta Platforms, Inc.META→ 0Neutral5.034.950 $+1.222.032 $
+32,0 %
13.812.918 $+797.742 $
+26,5 %
13.015.176 $-303.253 $
-9,1 %
13.318.429 $-6.604 $
-0,2 %
1
ORACLE CORPORCL→ 0Neutral2.314.511 $-177.815 $
-7,1 %
12.492.326 $-211.412 $
-7,8 %
12.703.738 $-2.203.257 $
-44,9 %
14.906.995 $+1.158.808 $
+30,9 %
1
JPMORGAN CHASE & COJPM→ 0Neutral4.591.180 $+409.377 $
+9,8 %
14.181.803 $-578.200 $
-12,1 %
14.760.003 $+315.520 $
+7,1 %
14.444.483 $+511.925 $
+13,0 %
1
SELECT SECTOR SPDR TRUST→ 03.889.784 $-732.674 $
-15,9 %
14.622.458 $+1.103.206 $
+31,3 %
13.519.252 $+36.786 $
+1,1 %
13.482.466 $+510.520 $
+17,2 %
1
WELLS FARGO & COMPANY/MNWFC→ 0Neutral3.606.842 $+39.317 $
+1,1 %
13.567.525 $-990.549 $
-21,7 %
14.558.074 $+779.719 $
+20,6 %
13.778.355 $+360.224 $
+10,5 %
1
Uber Technologies, IncUBER→ 0Neutral3.373.394 $+91.199 $
+2,8 %
13.282.195 $-417.515 $
-11,3 %
13.699.710 $-748.579 $
-16,8 %
14.448.289 $+286.558 $
+6,9 %
1
Cloudflare, Inc.NET→ 0Neutral4.257.242 $+772.076 $
+22,2 %
13.485.166 $+206.271 $
+6,3 %
13.278.895 $-306.069 $
-8,5 %
13.584.964 $-190.113 $
-5,0 %
1
RHRH→ 0Neutral2.979.275 $-274.444 $
-8,4 %
13.253.719 $-798.272 $
-19,7 %
14.051.991 $+324.292 $
+8,7 %
13.727.699 $+314.275 $
+9,2 %
1
PINTEREST, INC.PINS→ 0Neutral2.972.168 $-561.444 $
-15,9 %
13.533.612 $-319.732 $
-8,3 %
13.853.344 $-156.436 $
-3,9 %
14.009.780 $-383.328 $
-8,7 %
1
Arista Networks, Inc.ANET→ 0Neutral3.960.517 $+1.173.661 $
+42,1 %
12.786.856 $-88.050 $
-3,1 %
12.874.906 $-329.730 $
-10,3 %
13.204.636 $+986.894 $
+44,5 %
1
DEXCOM INCDXCM→ 0Neutral2.896.404 $-724.812 $
-20,0 %
13.621.216 $-66.317 $
-1,8 %
13.687.533 $+1.123.647 $
+43,8 %
12.563.886 $+902.769 $
+54,3 %
1
Walmart Inc.WMT→ 0Stark3.230.686 $-386.452 $
-10,7 %
13.617.138 $+360.054 $
+11,1 %
13.257.084 $+275.281 $
+9,2 %
12.981.803 $+246.867 $
+9,0 %
1
BlackRock, Inc.BLK→ 0Neutral2.669.575 $-144.097 $
-5,1 %
12.813.672 $-277.731 $
-9,0 %
13.091.403 $-507.846 $
-14,1 %
13.599.249 $+459.264 $
+14,6 %
1
Eaton Corp plcETN→ 0Neutral3.472.182 $+328.761 $
+10,5 %
13.143.421 $+314.488 $
+11,1 %
12.828.933 $-762.370 $
-21,2 %
13.591.303 $+297.714 $
+9,0 %
1
Marathon Petroleum CorpMPC→ 0Stark3.556.987 $+2.319 $
+0,1 %
13.554.668 $+1.395.477 $
+64,6 %
12.159.191 $-620.009 $
-22,3 %
12.779.200 $+511.540 $
+22,6 %
1
Phillips 66PSX→ 0Stark3.270.917 $-217.102 $
-6,2 %
13.488.019 $+966.129 $
+38,3 %
12.521.890 $-144.723 $
-5,4 %
12.666.613 $+447.759 $
+20,2 %
1
AbbVie Inc.ABBV→ 0Neutral3.362.983 $+687.871 $
+25,7 %
12.675.112 $-24.878 $
-0,9 %
12.699.990 $-309.337 $
-10,3 %
13.009.327 $+674.753 $
+28,9 %
1
AMPHENOL CORP /DE/APH→ 0Neutral2.978.409 $-134.185 $
-4,3 %
13.112.594 $-162.958 $
-5,0 %
13.275.552 $-28.833 $
-0,9 %
13.304.385 $+737.394 $
+28,7 %
1
AMAZON COM INCAMZN→ 0Neutral3.289.382 $+489.132 $
+17,5 %
12.800.250 $-444.209 $
-13,7 %
13.244.459 $+54.758 $
+1,7 %
13.189.701 $-2.701.365 $
-45,9 %
1
Confluent, Inc.CFLT→ 03.262.568 $-214.279 $
-6,2 %
1
UNITEDHEALTH GROUP INCUNH→ 0Neutral3.206.264 $+1.671.467 $
+108,9 %
11.534.797 $+36.947 $
+2,5 %
11.497.850 $+4.521 $
+0,3 %
11.493.329 $+234.346 $
+18,6 %
1
Accenture plcACN→ 0Neutral2.483.537 $-692.494 $
-21,8 %
13.176.031 $+596.102 $
+23,1 %
12.579.929 $-283.736 $
-9,9 %
1
GENERAL DYNAMICS CORPGD→ 0Stark3.159.495 $+276.026 $
+9,6 %
12.883.469 $+40.508 $
+1,4 %
12.842.961 $-235.684 $
-7,7 %
13.078.645 $+536.507 $
+21,1 %
1
METLIFE INCMET→ 0Stark3.145.438 $+483.464 $
+18,2 %
12.661.974 $-287.297 $
-9,7 %
12.949.271 $+185.600 $
+6,7 %
12.763.671 $+226.996 $
+8,9 %
1
Smurfit Westrock plcSW→ 0Stark3.142.621 $+385.083 $
+14,0 %
12.757.538 $+367.283 $
+15,4 %
12.390.255 $-459.355 $
-16,1 %
12.849.610 $+92.956 $
+3,4 %
1
CISCO SYSTEMS, INC.CSCO→ 0Stark3.128.478 $+995.890 $
+46,7 %
12.132.588 $-2.914 $
-0,1 %
12.135.502 $+162.217 $
+8,2 %
11.973.285 $+62.705 $
+3,3 %
1
Capri Holdings LtdCPRI→ 0Schwach2.286.506 $-795.941 $
-25,8 %
13.082.447 $+565.214 $
+22,5 %
12.517.233 $+310.964 $
+14,1 %
1
CONSOLIDATED EDISON INCED→ 0Sehr stark3.060.383 $+735.828 $
+31,7 %
12.324.555 $+150.631 $
+6,9 %
12.173.924 $+395.922 $
+22,3 %
11.778.002 $+78.957 $
+4,6 %
1
Duke Energy CORPDUK→ 0Neutral3.054.046 $+694.801 $
+29,5 %
12.359.245 $+330.347 $
+16,3 %
12.028.898 $-45.139 $
-2,2 %
12.074.037 $+177.022 $
+9,3 %
1
ServiceNow, Inc.NOW→ 0Neutral2.965.207 $+513.432 $
+20,9 %
12.451.775 $-499.300 $
-16,9 %
12.951.075 $+153.869 $
+5,5 %
1
Fidelity National Financial, Inc.FNF→ 0Stark2.308.046 $+41.820 $
+1,8 %
12.266.226 $-374.016 $
-14,2 %
12.640.242 $-285.340 $
-9,8 %
12.925.582 $+324.402 $
+12,5 %
1
Celsius Holdings, Inc.CELH→ 0Schwach1.867.386 $-332.366 $
-15,1 %
12.199.752 $-578.941 $
-20,8 %
12.778.693 $+620.321 $
+28,7 %
12.158.372 $+439.689 $
+25,6 %
1
BERKSHIRE HATHAWAY INCBRK-B→ 0Neutral2.741.637 $+829.150 $
+43,4 %
11.912.487 $+317.076 $
+19,9 %
11.595.411 $+413.469 $
+35,0 %
11.181.942 $-1.051.628 $
-47,1 %
1
ABBOTT LABORATORIESABT→ 0Neutral2.098.842 $+1.567 $
+0,1 %
12.097.275 $-230.727 $
-9,9 %
12.328.002 $-406.970 $
-14,9 %
12.734.972 $+99.574 $
+3,8 %
1
SHOPIFY INC.SHOP→ 0Neutral1.999.446 $-25.321 $
-1,3 %
12.024.767 $-650.496 $
-24,3 %
12.675.263 $+188.687 $
+7,6 %
12.486.576 $+575.967 $
+30,1 %
1
Merck & Co., Inc.MRK→ 0Sehr stark2.652.393 $+292.451 $
+12,4 %
12.359.942 $+311.539 $
+15,2 %
12.048.403 $+276.093 $
+15,6 %
11.772.310 $+173.430 $
+10,8 %
1
ARGENX SEARGX→ 02.631.559 $+615.747 $
+30,5 %
12.015.812 $-251.529 $
-11,1 %
12.267.341 $-180.860 $
-7,4 %
12.448.201 $+645.573 $
+35,8 %
1
NIKE, Inc.NKE→ 0Schwach1.525.869 $-384.993 $
-20,1 %
11.910.862 $-381.576 $
-16,6 %
12.292.438 $-265.920 $
-10,4 %
12.558.358 $+2.590 $
+0,1 %
1
INTUIT INC.INTU→ 0Neutral2.496.947 $+471.781 $
+23,3 %
12.025.166 $+2.025.166 $1
GRACO INCGGG→ 0Stark2.311.175 $-155.022 $
-6,3 %
12.466.197 $+96.653 $
+4,1 %
12.369.544 $+82.194 $
+3,6 %
12.287.350 $+101.284 $
+4,6 %
1
CHEVRON CORPCVX→ 0Sehr stark2.421.330 $+2.421.330 $1
monday.com Ltd.MNDY→ 02.392.700 $+1.197.283 $
+100,2 %
11.195.417 $+1.195.417 $1
PFIZER INCPFE→ 0Stark2.221.173 $+50.333 $
+2,3 %
12.170.840 $+496.649 $
+29,7 %
11.674.191 $-341.317 $
-16,9 %
12.015.508 $+194.762 $
+10,7 %
1
DOMINOS PIZZA INCDPZ→ 0Stark1.427.114 $-583.279 $
-29,0 %
12.010.393 $-197.821 $
-9,0 %
12.208.214 $+87.690 $
+4,1 %
12.120.524 $+33.632 $
+1,6 %
1
LAMAR ADVERTISING CO/NEWLAMR→ 0Neutral2.191.071 $+355.651 $
+19,4 %
11.835.420 $-145.036 $
-7,3 %
11.980.456 $+248.962 $
+14,4 %
11.731.494 $+110.195 $
+6,8 %
1
Walt Disney CoDIS→ 0Neutral1.770.400 $-201.464 $
-10,2 %
11.971.864 $-180.086 $
-8,4 %
12.151.950 $+209.050 $
+10,8 %
11.942.900 $-38.516 $
-1,9 %
1
LyondellBasell Industries N.V.LYB→ 0Stark1.843.067 $-148.220 $
-7,4 %
1
NETFLIX INCNFLX→ 0Stark1.733.102 $-178.362 $
-9,3 %
1
Airbnb, Inc.ABNB→ 0Neutral1.720.049 $-133.286 $
-7,2 %
1
AMERICAN TOWER CORP /MA/AMT→ 0Schwach1.692.969 $+3.541 $
+0,2 %
11.689.428 $+5.405 $
+0,3 %
11.684.023 $-119.940 $
-6,6 %
1
GoDaddy Inc.GDDY→ 0Neutral1.690.434 $+401.118 $
+31,1 %
11.289.316 $+84.982 $
+7,1 %
1
KIMBERLY CLARK CORPKMB→ 0Sehr stark987.511 $-375.745 $
-27,6 %
11.363.256 $+11.156 $
+0,8 %
1
MICROSOFT CORPMSFT→ 0Neutral981.018 $+9.340 $
+1,0 %
1971.678 $-310.128 $
-24,2 %
11.281.806 $-76.971 $
-5,7 %
11.358.777 $-193.056 $
-12,4 %
1
VERTEX PHARMACEUTICALS INC / MAVRTX→ 0Neutral1.148.726 $+1.045 $
+0,1 %
11.147.681 $+161.701 $
+16,4 %
1985.980 $-119.319 $
-10,8 %
1
MARINEMAX INCHZO→ 0Neutral1.097.025 $+306.413 $
+38,8 %
1790.612 $+102.674 $
+14,9 %
1687.938 $+106.133 $
+18,2 %
1581.805 $+24.351 $
+4,4 %
1
Xylem Inc.XYL→ 0Neutral867.043 $-140.971 $
-14,0 %
11.008.014 $-71.756 $
-6,6 %
11.079.770 $+145.645 $
+15,6 %
1
CONSTELLATION BRANDS, INC.STZ→ 0Stark1.061.309 $+154.509 $
+17,0 %
1906.800 $-134.444 $
-12,9 %
1
COMCAST CORPCMCSA→ 0Neutral1.014.457 $-86.415 $
-7,8 %
1
VANGUARD WHITEHALL FDS→ 01.013.655 $+757.193 $
+295,2 %
1955.033 $-19.138.265 $
-95,2 %
1918.845 $+648.677 $
+240,1 %
1958.210 $+50.749 $
+5,6 %
1
CITIGROUP INCC→ 0Neutral974.122 $+184.788 $
+23,4 %
1789.334 $-22.828 $
-2,8 %
1812.162 $+95.876 $
+13,4 %
1716.286 $+716.286 $1
Apple Inc.AAPL→ 0Neutral761.416 $+93.990 $
+14,1 %
1667.426 $-59.105 $
-8,1 %
1726.531 $+70.426 $
+10,7 %
1656.105 $-90.826 $
-12,2 %
1
ILLINOIS TOOL WORKS INCITW→ 0Stark582.597 $+24.756 $
+4,4 %
1557.841 $+32.778 $
+6,2 %
1525.063 $-27.442 $
-5,0 %
1552.505 $+31.371 $
+6,0 %
1
Tesla, Inc.TSLA→ 0Neutral484.111 $+56.227 $
+13,1 %
1427.884 $-89.744 $
-17,3 %
1517.628 $+205.879 $
+66,0 %
1311.749 $-94.220 $
-23,2 %
1
EXXON MOBIL CORPXOM→ 0Stark510.602 $+118.343 $
+30,2 %
1392.259 $+27.696 $
+7,6 %
1364.563 $+18.862 $
+5,5 %
1
US BANCORP \DE\USB→ 0Stark491.381 $+67.674 $
+16,0 %
1423.707 $-10.889 $
-2,5 %
1434.596 $+40.572 $
+10,3 %
1394.024 $+394.024 $1
CUMMINS INCCMI→ 0Stark393.246 $+97.463 $
+33,0 %
1295.783 $+16.149 $
+5,8 %
1279.634 $+49.154 $
+21,3 %
1230.480 $+230.480 $1
VISA INC.V→ 0Neutral318.689 $+38.451 $
+13,7 %
1280.238 $-44.343 $
-13,7 %
1324.581 $-19.816 $
-5,8 %
1344.397 $-22.842 $
-6,2 %
1
AMGEN INCAMGN→ 0Neutral335.910 $+11.679 $
+3,6 %
1324.231 $+18.958 $
+6,2 %
1305.273 $+42.165 $
+16,0 %
1263.108 $-444 $
-0,2 %
1
PACER FDS TR→ 0311.614 $-702.041 $
-69,3 %
1256.462 $-698.571 $
-73,1 %
1276.486 $-19.597.135 $
-98,6 %
1270.168 $-19.187.953 $
-98,6 %
1
Ancora Advisors LLC→ 0297.558 $+29.623 $
+11,1 %
1267.935 $-15.965 $
-5,6 %
1283.900 $+7.131 $
+2,6 %
1276.769 $+20.217 $
+7,9 %
1
ADVISORS MANAGEMENT GROUP INC /ADV→ 0218.265 $-3.248 $
-1,5 %
1221.513 $+6.964 $
+3,2 %
1214.549 $-7.887 $
-3,5 %
1
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC→ 0215.309 $+215.309 $1
Invesco Ltd.IVZ→ 0Sehr stark206.571 $+5.961 $
+3,0 %
1200.610 $+200.610 $1
413.853.842 $+85.941.179 $
+110,8 %
79359.590.315 $-2.249.777 $
+85,1 %
84369.998.579 $+12.895.438 $
+32,0 %
87366.514.798 $+33.738.469 $
+29,5 %
92
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