Emerson Investment Management LLC

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Assets, Funds, Holdings

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Emerson Investment Management LLC
CRD #104659
SEC #801-24250
CIK #0000774602
AUM
Employees 15 (53% Investors, 0% Brokers)
Phone617-695-1516
Address30 Federal Street
Boston, MA 02110
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
80064048032016001999200720152024
CIK Period
0000774602
Sector Form 13F Holdings Value ($M)
Apple Inc 12.9
General Electric Co 11.5
Home Depot Inc 11.1
Microsoft Corp 10.7
UnitedHealth Group Inc 10.2
Bristol Myers Squibb Co 9.8
BlackRock Inc 9.6
HJ Heinz Holding Corp 9.6
Northeast Utilities 9.5
Republic Services Inc 9.3
AT&T Inc 9.3
Target Corp 8.8
Fastenal Co 8.5
Verizon Communications Inc 8.4
J P Morgan Chase & Co 8.4
Mastercard Inc 8.3
Chevron Corp 8.3
Becton Dickinson & Co 7.6
Crown Castle International Corp 7.6
Macy's Inc 7.6
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 911 700.9
By Discretionary
Discretionary 907 675.2
Non-Discretionary 4 25.7
Total 911 700.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 700.9
Total 911 700.9
EDGAR Form CIK 2011 - 2025
13F-HR [0000774602]
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