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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

CAPTRUST FINANCIAL ADVISORS INSTITUTION : CAPTRUST FINANCIAL ADVISORS
CAPTRUST FINANCIAL ADVISORS Latest Top 20 Portfolio Holdings: (Filing Date: 2021-02-16) --- full portfolio
Company (links to holding history) Ticker Value On
2020-12-31
No of Shares % of portfolio
APPLE INC COM    (Common Stock) AAPL 305,397,000 2,301,581 4.04%
MICROSOFT CORP COM    (Common Stock) MSFT 249,550,000 1,121,956 3.30%
EMERSON ELEC CO COM    (Common Stock) EMR 232,556,000 2,893,568 3.08%
SPDR S&P 500 ETF    (ETF) SPY 188,077,000 501,051 2.49%
TECHNOLOGY SELECT SECTOR SPDR FUND    (ETF) XLK 178,756,000 1,374,833 2.36%
ISHARES CORE S&P 500 ETF    (ETF) IVV 161,279,000 430,246 2.13%
AMAZON COM INC COM    (Common Stock) AMZN 144,679,000 44,422 1.91%
PROCTER AND GAMBLE CO COM    (Common Stock) PG 100,583,000 722,893 1.33%
HEALTH CARE SELECT SECTOR SPDR FUND    (ETF) XLV 92,949,000 819,368 1.23%
LOWES COS INC COM    (Common Stock) LOW 82,603,000 514,631 1.09%
VANGUARD TOTAL STOCK MARKETS ETF    (ETF) VTI 76,577,000 393,437 1.01%
LAM RESEARCH CORP COM    (Common Stock) LRCX 71,152,000 150,246 0.94%
BK OF AMERICA CORP COM    (Common Stock) BAC 65,706,000 2,167,795 0.87%
VANGUARD DIVIDEND APPRECIATION INDEX FUND    (ETF) VIG 65,640,000 464,983 0.86%
BROADCOM INC COM    (Common Stock) 63,276,000 144,515 0.83%
AMGEN INC COM    (Common Stock) AMGN 62,566,000 272,122 0.82%
WALMART INC COM    (Common Stock) WMT 60,107,000 415,433 0.79%
ISHARES RUSSELL 1000 GROWTH ETF    (ETF) IWF 57,395,000 238,016 0.76%
BERKSHIRE HATHAWAY INC DEL CL B NEW    (Common Stock) BRK/B 56,634,000 244,248 0.75%
JOHNSON & JOHNSON COM    (Common Stock) JNJ 55,710,000 353,929 0.73%


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CAPTRUST FINANCIAL ADVISORS

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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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