Ever wonder what the most widely held stocks are in typical US retirement funds

Jay Soloff

Argonath Financial

Ever wonder what the most widely held stocks are in typical US retirement funds? CNBC looked into widely held funds in 401(k) plans and other mutual funds - and produced interesting results. Three of the top holdings were major tech equities, Google, Microsoft, and Apple. MSFT makes a lot of sense. It's a value stock with a regular stream of dividends. Google and Apple may seem a bit more surprising due to their high share prices. However, it does make some sense. Both stocks have done very well the past few years, and the share prices are typically too high for retail investors to be big shareholders. It's the funds that have been buying large blocks of these tech giants, with top equity funds holding as much as 3%-4% of their portfolio in Apple alone. (VIEW LINK)


2 topics

Jay Soloff
Jay Soloff
Research Analyst
Argonath Financial

I'm an investments analyst for a US-based independent investment research firm. My focus is on economics, options, and all types of stocks, but especially tech, Internet, and renewable energy companies. I have experience as a options market...

Expertise

No areas of expertise

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.

Comments

Sign In or Join Free to comment