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Sterling Capital Management LLC
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CRD # | 135405 |
SEC # | 801-64257 |
CIK # | 0001329883, 0001275935 |
AUM | $66.7 BB (2024-07-31) |
Employees | 181 (38% Investors, 17% Brokers) |
Phone | 704-927-4175 |
Address | 4350 Congress Street Charlotte, NC 28209 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
MSFT | 1,918.2 | 2.1 | |
AAPL | 2,382.8 | 1.5 | |
NVDA | 399.6 | 1.2 | |
KO | 270.0 | 1.0 | |
AMZN | 1,093.0 | 0.8 | |
GOOG | 1,482.6 | 0.7 | |
JPM | 340.2 | 0.6 | |
HD | 277.6 | 0.5 | |
ABBV | 269.5 | 0.5 | |
GOOGL | 1,475.1 | 0.5 | |
View All |
Holdings by Sector ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 1,382 | 0.7 |
(b) Individuals (high net worth individuals) | 1,082 | 1.5 |
(c) Banking or thrift institutions | 3 | 7.7 |
(d) Investment companies | 22 | 5.2 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 7 | 1.8 |
(g) Pension and profit sharing plans | 76 | 16.7 |
(h) Charitable organizations | 103 | 1.8 |
(i) State or municipal government entities | 132 | 12.2 |
(j) Other investment advisers | 12 | 0.1 |
(k) Insurance companies | 126 | 2.4 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 270 | 16.5 |
(n) Other | 0 | 0.0 |
Total | 3,215 | 66.7 |
By Discretionary | ||
Discretionary | 3,201 | 66.6 |
Non-Discretionary | 14 | 0.1 |
Total | 3,215 | 66.7 |
By Non-United States Persons | ||
Non-United States Persons | 1.0 | |
United States Persons | 65.7 | |
Total | 3,215 | 66.7 |
EDGAR Form | CIK | 2011 - 2024 |
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SC 13G | [0001275935] | |
13F-HR | [0001329883] | |
13F-NT | [0001329883] | |
SC 13D | [0001329883] | |
SC 13G | [0001329883] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Aperio Group LLC
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|
CA | 80.2 |
Charles Schwab Investment Advisory Inc
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|
CA | 66.1 |
AssetMark Inc
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|
CA | 65.6 |
Natixis Advisors LLC
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MA | 63.8 |
Morningstar Investment Management LLC
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IL | 54.7 |
Orion Portfolio Solutions LLC
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|
NE | 53.8 |
Rockefeller Financial LLC
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|
NY | 51.8 |
Barrow Hanley Mewhinney & Strauss LLC
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|
TX | 49.9 |
Kestra Advisory Services LLC
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|
TX | 48.3 |
Breckinridge Capital Advisors Inc
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|
MA | 47.9 |