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Large Cap Blend Strategy

Overview

The Large Cap Blend strategy seeks long-term capital appreciation from a portfolio of primarily large-capitalization stocks with sustainable competitive advantages, durable business models and strong management teams trading at reasonable valuations. The investment process is driven by bottom-up security selection, which is designed to produce a low turnover portfolio that combines growth and value styles, with risk and return characteristics similar to the S&P 500.


Strategy Benchmark

S&P 500 Index


Strategy Manager

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Thomas J. McKinstry, CFA

Investment Industry Experience:

15 years

Top 10 Holdings

as of 9/30/2021

MICROSOFT CORP (MSFT)

ALPHABET INC CLASS A (GOOGL)

APPLE INC (AAPL)

AMAZON.COM INC (AMZN)

JOHNSON & JOHNSON (JNJ)

TEXAS INSTRUMENTS INC (TXN)

BANK OF AMERICA CORP (BAC)

VISA INC CLASS A (V)

UNITEDHEALTH GROUP INC (UNH)

ADOBE INC (ADBE)