Great Lakes Advisors, LLC
GREAT LAKES ADVISORS, LLC
Great Lakes Advisors, LLC is an investment management firm based out of Chicago, Illinois. The company was established in 1981 and has expanded from its inception to now have additional locations in Lake Forest and Pewaukee. Great Lakes Advisors is headed by CEO, Manager, and Director Thomas R. Kiley and has grown to now operate with 66 employees of which 30 are investment professionals. The company was formerly known as Wayne Hummer Asset Management Company and currently operates as a subsidiary of Wayne Hummer Investments LLC. Great Lakes Advisors conducts its research both internally and externally, utilizing a quantitative and fundamental methodology with a bottom up approach to make its investment decisions. The company invests in the public equity and fixed income markets within the U.S., focusing on the value stocks of small and large cap companies and benchmarking its performance against various Russell, Barclays and S&P indexes. Great Lakes Advisors invests most heavily in the finance sector, which alone makes up over a fifth of its total asset allocations, and also invests in the industrials, information technology, health care, consumer staples, energy, and consumer discretionary sectors, among others to a lesser degree, in order of decreasing allocation. The company’s top 10 holdings make up under a fifth of its total holdings and the company has a turnover rate of approximately 25.4%. Great Lakes Advisors holds over $6.4 billion in total assets under management spread across over 1,600 accounts, all of which are discretionary accounts except for 11 that make up approximately $970 million of its managed assets. The company mainly caters to individuals, which alone makes up over half of its entire clientele, and also provides services to a wide array of other clients. Great Lakes Advisors offers its Fundamental Equity, Disciplined Equity, Diversified Balanced, Long Short Equity Fund, Socially Responsible, and Fixed Income strategies.
Holdings MV
4.17B
Last Updated
2026-03-16
Total Holdings
20
Tracker Performance
Great Lakes Advisors, LLC
0%
S&P 500
0%
Total Return
+23.70%
Annualized Return
+28.01%
1 Day Change
+0.38%
Sharpe Ratio
1.62
Trade Updates
2026-03-16
Ticker
Name
03/16
Buy
3.47%
Fill Price --
3.73%
Ticker
Name
03/16
Buy
3.66%
Fill Price --
4.01%
Ticker
Name
03/16
Buy
6.73%
Fill Price --
6.99%
Ticker
Name
03/16
Sell
4.04%
Fill Price --
3.98%
Ticker
Name
03/16
Buy
4.52%
Fill Price --
4.95%
Ticker
Name
03/16
Buy
3.36%
Fill Price --
4.01%
Ticker
Name
03/16
Buy
3.57%
Fill Price --
4.12%
Ticker
Name
03/16
Buy
3.86%
Fill Price --
4.23%
Ticker
Name
03/16
Buy
10.51%
Fill Price --
11.02%
Ticker
Name
03/16
Buy
7.90%
Fill Price --
8.63%
Ticker
Name
03/16
Buy
3.35%
Fill Price --
3.59%
Ticker
Name
03/16
Buy
3.43%
Fill Price --
3.67%
Ticker
Name
03/16
Buy
4.00%
Fill Price --
4.34%
Ticker
Name
03/16
Buy
5.70%
Fill Price --
5.87%
Ticker
Name
03/16
Buy
3.69%
Fill Price --
3.90%
Ticker
Name
03/16
Buy
5.03%
Fill Price --
5.20%
Ticker
Name
03/16
Buy
3.51%
Fill Price --
4.12%
Ticker
Name
03/16
Buy
3.92%
Fill Price --
4.29%
Ticker
Name
03/16
Buy
4.39%
Fill Price --
5.01%
Ticker
Name
03/16
Buy
4.17%
Fill Price --
4.34%
Current Holdings
Great Lakes Advisors, LLC maintains a prominent position in the Internet & Media sector (25.31%), which serves as the cornerstone of the portfolio. The remaining capital is allocated across Banks and other industries, balancing sector-specific growth potential with risk management.
Internet & Media
25.31%
Banks
16.99%
Medical Biology
14.62%
Electronics
14.22%
Computer
8.84%
Commerce
7.60%
Defense
6.59%
Non-Bank Financials
3.85%
Mining
3.43%
Chemicals
3.03%
Symbol
P&L %
Position Size
Ticker
Name
+260.00%
4.84%
Ticker
Name
+96.96%
12.18%
Ticker
Name
+78.96%
4.29%
Ticker
Name
+38.48%
5.09%
Ticker
Name
+37.01%
3.60%
Ticker
Name
+27.06%
3.43%
Ticker
Name
+24.08%
7.60%
Ticker
Name
+15.41%
3.47%
Ticker
Name
+11.75%
3.58%
Ticker
Name
+10.75%
3.12%
Ticker
Name
+5.99%
4.71%
Ticker
Name
+4.77%
3.85%
Ticker
Name
+3.38%
3.03%
Ticker
Name
+2.83%
7.84%
Ticker
Name
-6.16%
3.95%
Ticker
Name
-6.64%
3.06%
Ticker
Name
-6.90%
4.44%
Ticker
Name
-10.79%
5.24%
Ticker
Name
-24.68%
2.69%
Ticker
Name
-27.52%
2.83%
Disclaimer
This simulated portfolio Tracker is based on holdings disclosed in institutional 13F filings. We select the top 20 holdings and construct a portfolio weighted by their relative proportions. Holdings beyond the top 20 are excluded, as their impact on the portfolio is minimal. Focusing on the top 20 enhances practicality and reflects the institution's stock-picking ability. The portfolio is periodically rebalanced to align with updated 13F filings. Note that 13F disclosures typically have a 45-day delay (e.g., Q2 2025 data is disclosed by mid-August). Users should consider this lag when tracking the portfolio, though institutional holdings are generally long-term, emphasizing strategic rationale behind changes. This portfolio is for illustrative purposes only and does not constitute investment advice. All investment decisions are the user's responsibility. Investing involves risks, including potential loss of principal. Past performance is not indicative of future results.
Frequently Asked Questions
How many stocks does Great Lakes Advisors, LLC currently hold?
As of the latest update on 2026-03-16, the Great Lakes Advisors, LLC portfolio consists of 20 individual holdings. The portfolio is actively managed to optimize strategy performance.
How has Great Lakes Advisors, LLC's portfolio performed recently?
Over the recent period, Great Lakes Advisors, LLC has demonstrated significant growth. The portfolio currently shows a Total Return of +23.70%, with an Annualized Return of +28.01%, outperforming standard market benchmarks.
What is the total portfolio value (AUM) of Great Lakes Advisors, LLC?
The current market value of Great Lakes Advisors, LLC's disclosed holdings is approximately $4.17B. This figure reflects the value of assets tracked based on their latest filing.