The Amazing Apple Effect

Posted by

The following Apple ($AAPL) stats come to us from the Econ Brothers blog in their recap of Q1 2012…

Apple of course was the big story. The effect this stock has had is amazing.. The weighting of Apple in the Russell 1000 Growth Index started the year at 5.81%. At the end of this quarter, the weight in the index had grown to 7.72%. A year ago Apple had a 4.57% weighting in the index. It seems like every mutual fund owns shares of the tech firm. According to the WSJ, 788 US stock funds own shares, and it is the largest holding in 465 of those funds. On average, large cap funds own 5.5% in their portfolios. At least 50 small & mid cap funds own it, as does the Blackrock High Yield Bond fund, and three Fidelity Europe focused stock funds.

Good stuff, more interesting stats follow in the rest of their post.

Source:

Some Q1 random observations that took place in the land of mutual funds (Econ Brothers)

 

Tags:

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. For additional advertisement disclaimers see here: https://www.ritholtzwealth.com/advertising-disclaimers

Please see disclosures here.

What's been said:

Discussions found on the web
  1. Zeitarbeitsfirma Pflege Schwerin commented on Sep 15

    … [Trackback]

    […] Information on that Topic: thereformedbroker.com/2012/04/09/the-amazing-apple-effect/ […]

  2. unicc real link commented on Sep 17

    … [Trackback]

    […] Information on that Topic: thereformedbroker.com/2012/04/09/the-amazing-apple-effect/ […]

  3. https://app-bitcoinloophole.com commented on Oct 03

    … [Trackback]

    […] Information on that Topic: thereformedbroker.com/2012/04/09/the-amazing-apple-effect/ […]

  4. 메이저사이트 commented on Oct 06

    … [Trackback]

    […] Find More here to that Topic: thereformedbroker.com/2012/04/09/the-amazing-apple-effect/ […]

  5. poker-tennis.com commented on Oct 24

    … [Trackback]

    […] Find More on that Topic: thereformedbroker.com/2012/04/09/the-amazing-apple-effect/ […]

  6. cibc online commented on Nov 10

    … [Trackback]

    […] Information to that Topic: thereformedbroker.com/2012/04/09/the-amazing-apple-effect/ […]

  7. dumps shops commented on Nov 20

    … [Trackback]

    […] Information to that Topic: thereformedbroker.com/2012/04/09/the-amazing-apple-effect/ […]

  8. replica watches pk commented on Nov 25

    … [Trackback]

    […] Read More on that Topic: thereformedbroker.com/2012/04/09/the-amazing-apple-effect/ […]

  9. Harold Jahn commented on Nov 27

    … [Trackback]

    […] Read More on that Topic: thereformedbroker.com/2012/04/09/the-amazing-apple-effect/ […]

  10. Call Now commented on Dec 11

    … [Trackback]

    […] Read More on that Topic: thereformedbroker.com/2012/04/09/the-amazing-apple-effect/ […]

  11. replicas iwc replika best commented on Dec 30

    … [Trackback]

    […] There you can find 14038 more Information to that Topic: thereformedbroker.com/2012/04/09/the-amazing-apple-effect/ […]

  12. rolex replica commented on Jan 14

    … [Trackback]

    […] Find More here to that Topic: thereformedbroker.com/2012/04/09/the-amazing-apple-effect/ […]

  14. Check This Out commented on Feb 03

    … [Trackback]

    […] Here you can find 63397 additional Information on that Topic: thereformedbroker.com/2012/04/09/the-amazing-apple-effect/ […]

HowIInvestMyMoney