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T. Rowe Price Tax-Efficient Equity Fund | PREFXMutual Fund | |
| T. Rowe Price Tax-Efficient Funds, Inc. | |
| Last update 2025-06-17 | 344 Stocks (23 new) |
| Value $1.22 Bil | Turnover 7 % |
T. Rowe Price Tax-Efficient Eq... Top Holdings of 2025-02-28
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 912,000 | 113,927.0 | 0% | 9.310 | 0% | 0.000 | +68.90% | +24.39% | 4,072,965.9 | Semiconductors | |
AAPL | Apple Inc | 457,000 | 110,520.9 | 0% | 9.030 | 0% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
MSFT | Microsoft Corp | 252,125 | 100,091.1 | 0% | 8.180 | 0% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
AMZN | Amazon.com Inc | 321,360 | 68,218.3 | 0% | 5.570 | 0% | 0.000 | +31.35% | +3.68% | 2,414,901.7 | Retail - Cyclical | |
GOOG | Alphabet Inc | 376,080 | 64,768.5 | 0% | 5.290 | 0% | 0.000 | +24.98% | +1.11% | 2,324,162.3 | Interactive Media | |
META | Meta Platforms Inc | 95,900 | 64,080.4 | -11.94% | 5.230 | -0.60% | 0.000 | +40.99% | +20.58% | 1,772,123.0 | Interactive Media | |
AVGO | Broadcom Inc | 198,500 | 39,586.9 | +7.30% | 3.230 | +0.22% | 0.000 | +64.67% | +20.81% | 1,310,340.0 | Semiconductors | |
TSLA | Tesla Inc | 106,307 | 31,145.8 | +146.22% | 2.540 | +1.51% | 0.000 | +39.56% | -17.76% | 1,069,711.8 | Vehicles & Parts | |
LLY | Eli Lilly and Co | 33,800 | 31,117.3 | -1.74% | 2.540 | -0.04% | 0.000 | -5.98% | +0.95% | 697,037.9 | Drug Manufacturers | |
V | Visa Inc | 66,700 | 24,192.8 | +2.93% | 1.980 | +0.06% | 0.000 | +6.35% | +11.71% | 687,358.6 | Credit Services |
T. Rowe Price Tax-Efficient Equity Fund's Historical Top Holdings Breakdowns
T. Rowe Price Tax-Efficient Equity Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
TSLA | Tesla Inc | 2025-02-28 | Add Add | +1.51% | 281.95 ($388.59) 479.86 | $332.11 | -14.53% | Add 146.22% | 106,307 | 63,132 | |
WMT | Walmart Inc | 2025-02-28 | New Buy New Buy | +0.78% | 90 ($95.57) 105.05 | $95.85 | 0.29% | New holding | 97,000 | 97,000 | |
META | Meta Platforms Inc | 2025-02-28 | Reduce Reduce | -0.60% | 574.32 ($643.79) 736.67 | $704.81 | 9.48% | Reduce -11.94% | 95,900 | -13,000 | |
GE | GE Aerospace | 2025-02-28 | New Buy New Buy | +0.47% | 159.95 ($186.07) 210.5 | $259.00 | 39.19% | New holding | 27,800 | 27,800 | |
ORCL | Oracle Corp | 2025-02-28 | Add Add | +0.37% | 153.92 ($171.59) 191.69 | $238.11 | 38.77% | Add 69.77% | 67,400 | 27,700 | |
SPOT | Spotify Technology SA | 2025-02-28 | Reduce Reduce | -0.32% | 447.38 ($524.55) 648.32 | $675.74 | 28.82% | Reduce -50.44% | 8,056 | -8,200 | |
ETN | Eaton Corp PLC | 2025-02-28 | Reduce Reduce | -0.30% | 287.55 ($334.85) 377.52 | $372.65 | 11.29% | Reduce -68.79% | 4,400 | -9,700 | |
ADP | Automatic Data Processing Inc | 2025-02-28 | Add Add | +0.29% | 286.85 ($300.6) 315.18 | $302.98 | 0.79% | Add 160% | 18,200 | 11,200 | |
OMC | Omnicom Group Inc | 2025-02-28 | Sold Out Sold Out | -0.29% | 81.23 ($87.63) 105.01 | $75.21 | -14.17% | Sold Out | 0 | -34,500 | |
AMD | Advanced Micro Devices Inc | 2025-02-28 | Reduce Reduce | -0.28% | 99.51 ($120.43) 143.99 | $154.72 | 28.47% | Reduce -56.51% | 19,551 | -25,400 |
T. Rowe Price Tax-Efficient Equity Fund Total Holding History ($B)
T. Rowe Price Tax-Efficient Equity Fund's Asset Allocation
T. Rowe Price Tax-Efficient Equity Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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T. Rowe Price Tax-Efficient Equity Fund's Hypothetical Growth since 2025-02-28
T. Rowe Price Tax-Efficient Equity Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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T. Rowe Price Tax-Efficient Equity Fund's Holdings Heat Map
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T. Rowe Price Tax-Efficient Equity Fund's Holdings Bubble Chart
T. Rowe Price Tax-Efficient Equity Fund News
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