Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BLUE TRUST INC 05-01-2024 03-31-2024 3880 7,098,412,963
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
BROADCOM INC COM 101 $2,485,260 1,875 0.00 0.02 77 4.28 03-31-2024
UNITEDHEALTH GROUP INC COM 102 $2,456,229 4,965 0.00 0.04 613 14.09 03-31-2024
APPLIED INDL TECHNOLOGIES IN COM 103 $2,423,346 12,267 0.00 0.03 1,166 10.50 03-31-2024
INTERNATIONAL BUSINESS MACHS COM 104 $2,400,844 12,572 0.00 0.03 -1,615 -11.38 03-31-2024
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