Robertson Stephens Wealth Management, LLC

Filing Details

13F-HR2025-03-31
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
Manager Name
Robertson Stephens Wealth Management, LLC
Data Enrichment
67% identified
359 identified178 unidentified

Holdings

537 positions
Manager:
Search and click to pin securities to the top
NORFOLK SOUTHERN CORP
Shares:
1167(-6.4%)
Value:
$276.4M(-5.5%)
MICROCHIP TECHNOLOGY INC
Shares:
5697(-6.6%)
Value:
$275.8M(-21.1%)
Simpson Manufacturing Co., Inc.
Shares:
1743(-32.1%)
Value:
$273.8M(-35.7%)
92206C664
Shares:
3337(-12.7%)
Value:
$269.1M(-21.2%)
67092P805
Shares:
8367(+0.0%)
Value:
$266.5M(+6.0%)
Bloom Energy Corp
Shares:
13459(+0.0%)
Value:
$264.6M(-11.5%)
464288208
Shares:
3560(+0.0%)
Value:
$263.7M(-2.7%)
316092857
Shares:
9440(-4.6%)
Value:
$259.3M(-3.0%)
CSX CORP
Shares:
8786(-23.6%)
Value:
$258.6M(-30.3%)
JACK HENRY & ASSOCIATES INC
Shares:
1414(-16.9%)
Value:
$258.2M(-13.4%)
Unum Group
Shares:
3156(-1.0%)
Value:
$257.1M(+10.4%)
46434VBD1
Shares:
0
Value:
$256.0M(-14.0%)
AMERICAN TOWER CORP /MA/
Shares:
1171(-5.6%)
Value:
$254.9M(+11.1%)
316092881
Shares:
5274(-2.8%)
Value:
$254.8M(-2.5%)
808524722
Shares:
9290
Value:
$250.1M
808524847
Shares:
11562(-4.5%)
Value:
$248.7M(-2.4%)
EPR PROPERTIES
Shares:
4700(+0.0%)
Value:
$248.7M(+18.7%)
Keysight Technologies, Inc.
Shares:
1658
Value:
$248.3M
PPG INDUSTRIES INC
Shares:
2269(+1.6%)
Value:
$248.1M(-7.0%)
464287242
Shares:
2282(-0.5%)
Value:
$248.1M(+1.2%)