Atticus Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$11.8M |
| 2 |
State Street Consumer Staples Select Sector SPDR ETF
XLP
|
+$1.38M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$1.05M |
| 4 |
Vanguard Mega Cap Growth ETF
MGK
|
+$893K |
| 5 |
State Street Utilities Select Sector SPDR ETF
XLU
|
+$842K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$10.2M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$2.71M |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$854K |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
+$648K |
| 5 |
Visa
V
|
+$452K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 8.72% |
| 2 | Consumer Staples | 4.18% |
| 3 | Consumer Discretionary | 3.16% |
| 4 | Financials | 2.83% |
| 5 | Healthcare | 2.82% |
Similar funds
Atticus Wealth Management's Q4 2021 Portfolio in Review
As of Q4 2021, Atticus Wealth Management held 508 positions worth $256M, up 13% from $228M the previous quarter. Its ten largest holdings account for 47% of the portfolio.
Atticus Wealth Management deployed $9.54M of net new capital in Q4 2021, opening 93 new positions and adding to 113 existing holdings. Its largest new stake was Vanguard Short-Term Bond ETF: 145,666 shares worth $11.8M.
By sector, the portfolio is most concentrated in Technology at 8.7% of assets, down from 8.9% a quarter earlier, followed by Consumer Staples and Consumer Discretionary.
On the sell side, the largest reduction was iShares 1-5 Year Investment Grade Corporate Bond ETF, an estimated $10.2M trimmed.
- Atticus Wealth Management's largest Q4 2021 buy was Vanguard Short-Term Bond ETF: 145,666 shares worth $11.8M.
- Atticus Wealth Management added most to State Street Consumer Staples Select Sector SPDR ETF in Q4 2021, an estimated $1.38M increase.
- Atticus Wealth Management's biggest Q4 2021 reduction was iShares 1-5 Year Investment Grade Corporate Bond ETF, cutting an estimated $10.2M.
- Atticus Wealth Management fully exited Crocs in Q4 2021, selling an estimated $152K.
- Atticus Wealth Management's ten largest holdings make up 47% of its $256M portfolio in Q4 2021.
- Atticus Wealth Management opened 93 new positions and closed 57 in Q4 2021.
- Atticus Wealth Management's portfolio value rose 13% quarter-over-quarter to $256M.
Based on Atticus Wealth Management's 13F filing for Q4 2021, filed 26 Jan 2022.