Breakwater Investment Management Portfolio Holdings
Breakwater Investment Management
- $224 Billion
- Q3 2024
Breakwater Investment Management has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $224 Billion distributed in 317 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $31.4B, Schwab Strategic Tr Us Broad M with a value of $19.9B, Vanguard Star Fd Vanguard Tota with a value of $13.4B, Vanguard Bd Index Fd Inc Total with a value of $12.2B, and Microsoft Corp with a value of $12.2B.
Breakwater Investment Management is based out at Seattle, WA
Below you can find more details about Breakwater Investment Management portfolio as well as his latest detailed transactions.
Portfolio value
$224 Billion
ETFs: $200 Billion
Technology: $17 Billion
Consumer Cyclical: $1.77 Billion
Communication Services: $1.24 Billion
Healthcare: $1.01 Billion
Consumer Defensive: $563 Million
Industrials: $481 Million
Financial Services: $478 Million
Other: $387 Million