Robertson Stephens Wealth Management, LLC

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-04-17
Total Holdings
537
Total Value
2624933321
Accession Number
0001172661-25-001510
Form Type
13F-HR
CIK
0001767307
Manager Name
Robertson Stephens Wealth Management, LLC
Data Enrichment
67% identified
359 identified178 unidentified

Holdings

537 positions
Manager:
SEC
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Page 10 of 27
FLEX LTD.
FLEX|Y2573F102
Shares:
63966(-26.9%)
Value:
$2.1B(-37.0%)
LAM RESEARCH CORP
LRCX|512807306
Shares:
28909(+0.1%)
Value:
$2.1B(+0.7%)
92204A603
92204A603
Shares:
8381(-1.1%)
Value:
$2.1B(-3.8%)
MCCORMICK & CO INC
MKC|579780206
Shares:
24682(-0.5%)
Value:
$2.0B(+6.8%)
Eaton Corp plc
ETN|G29183103
Shares:
7465(-0.2%)
Value:
$2.0B(-18.3%)
464287721
464287721
Shares:
14425(+3.2%)
Value:
$2.0B(-9.2%)
Genius Sports Ltd
GENI|G3934V109
Shares:
201414(+0.3%)
Value:
$2.0B(+16.0%)
SHERWIN WILLIAMS CO
SHW|824348106
Shares:
5558(-12.9%)
Value:
$1.9B(-10.5%)
OneMain Holdings, Inc.
OMF|68268W103
Shares:
39545(+23.3%)
Value:
$1.9B(+15.6%)
Salesforce, Inc.
CRM|79466L302
Shares:
7193(-2.8%)
Value:
$1.9B(-22.0%)
UNION PACIFIC CORP
UNP|907818108
Shares:
8110(+5.9%)
Value:
$1.9B(+9.8%)
46436E387
46436E387
Shares:
81295(-7.8%)
Value:
$1.9B(-7.9%)
464288281
464288281
Shares:
20813(-58.6%)
Value:
$1.9B(-58.0%)
ROSS STORES, INC.
ROST|778296103
Shares:
14392(-0.2%)
Value:
$1.8B(-15.7%)
92189F676
92189F676
Shares:
8574(-85.4%)
Value:
$1.8B(-87.2%)
316092501
316092501
Shares:
26035(+0.0%)
Value:
$1.8B(+1.2%)
Limoneira CO
LMNR|532746104
Shares:
101460(+0.0%)
Value:
$1.8B(-27.5%)
BANK OF AMERICA CORP /DE/
BAC|060505104
Shares:
43209(-81.8%)
Value:
$1.8B(-82.7%)
464287291
464287291
Shares:
23555(+0.0%)
Value:
$1.8B(-10.6%)
72201R643
72201R643
Shares:
17976(-16.7%)
Value:
$1.8B(-16.8%)