AWM
Atticus Wealth Management Portfolio holdings
AUM
$370M
This Quarter Return
-15.42%
1 Year Return
+13.35%
3 Year Return
+51.11%
5 Year Return
+85.6%
10 Year Return
–
AUM
$124M
AUM Growth
+$124M
(-21%)
Cap. Flow
-$5.95M
Cap. Flow
% of AUM
-4.8%
Top 10 Holdings %
Top 10 Hldgs %
44.86%
Holding
463
New
49
Increased
82
Reduced
111
Closed
153
Top Buys
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$2.48M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.32M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$561K |
| 4 |
Apple
AAPL
|
$537K |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$459K |
Top Sells
Sector Composition
| 1 | Technology | 7.35% |
| 2 | Consumer Staples | 6.68% |
| 3 | Financials | 4.76% |
| 4 | Communication Services | 3.65% |
| 5 | Healthcare | 3.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
Stanley Black & Decker
SWK
$11.5B
| – | – |
-4
| Closed | -$1K |
|
452
Stryker
SYK
$150B
| – | – |
-5
| Closed | -$1K |
|
453
Hanover Insurance
THG
$6.21B
| – | – |
-4
| Closed | -$1K |
|
454
TJX Companies
TJX
$152B
| – | – |
-18
| Closed | -$1K |
|
455
Telkom Indonesia
TLK
$19.2B
| – | – |
-11
| Closed | – |
|
456
Toyota
TM
$254B
| – | – |
-5
| Closed | -$1K |
|
457
TriMas Corp
TRS
$1.57B
| – | – |
-61
| Closed | -$2K |
|
458
Travelers Companies
TRV
$61.1B
| – | – |
-5
| Closed | -$1K |
|
459
TSMC
TSM
$1.2T
| – | – |
-20
| Closed | -$1K |
|
460
Trane Technologies
TT
$92.5B
| – | – |
-7
| Closed | -$1K |
|
461
TotalEnergies
TTE
$137B
| – | – |
-13
| Closed | -$1K |
|
462
Textron
TXT
$14.3B
| – | – |
-9
| Closed | – |
|
463
UBS Group
UBS
$128B
| – | – |
-37
| Closed | – |
|