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BAHL & GAYNOR INC
BAHL & GAYNOR INC is an institution, managing $20.1B across 322 long positions as of Q3 2025 with AVGO as the largest holding (6% allocation).
- Portfolio Value
- $20.1B
- Positions
- 322
- Top Holding
- AVGO at 5.53%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in BAHL & GAYNOR INC's portfolio (32.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $1.1B | 5.53% | -$217.3M Sold | 0.07% 3.4M shares | |
Software - Infrastructure Technology | $872.1M | 4.33% | -$6.0M Sold | 0.02% 1.7M shares | |
Drug Manufacturers - General Healthcare | $730.3M | 3.63% | -$224.2M Sold | 0.18% 3.2M shares | |
Banks - Diversified Financial Services | $634.4M | 3.15% | -$18.3M Sold | 0.07% 2.0M shares | |
Household & Personal Products Consumer Defensive | $630.5M | 3.13% | -$19.6M Sold | 0.18% 4.1M shares | |
Drug Manufacturers - General Healthcare | $613.4M | 3.05% | -$21.0M Sold | 0.09% 804.0K shares | |
Oil & Gas Midstream Energy | $523.1M | 2.60% | -$16.6M Sold | 0.68% 8.3M shares | |
Drug Manufacturers - General Healthcare | $494.6M | 2.46% | +$26.1M Bought | 0.11% 2.7M shares | |
Home Improvement Consumer Cyclical | $492.2M | 2.44% | -$14.0M Sold | 0.12% 1.2M shares | |
Regulated Electric Utilities | $413.4M | 2.05% | -$14.3M Sold | 0.27% 5.5M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in BAHL & GAYNOR INC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+881.84% | |
+151.35% | |
+126.48% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for BAHL & GAYNOR INC
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