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AWM
Atticus Wealth Management Portfolio holdings
AUM
$420M
1-Year Est. Return
23.31%
This Fund
S&P 500
This Quarter
Est. Return
+6.93%
1 Year Est. Return
+23.31%
3 Year Est. Return
+63.82%
5 Year Est. Return
+70.4%
10 Year Est. Return
–
AUM
$157M
AUM Growth
–
Cap. Flow
+$151M
Cap. Flow
% of AUM
96.49%
Top 10 Holdings %
Top 10 Hldgs %
42.87%
Holding
412
New
412
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$13.5M |
| 2 |
iShares S&P 100 ETF
OEF
|
+$8.63M |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$8.59M |
| 4 |
Coca-Cola
KO
|
+$6.93M |
| 5 |
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
|
+$5.16M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Staples | 6.44% |
| 2 | Technology | 6.08% |
| 3 | Financials | 5.62% |
| 4 | Real Estate | 3.83% |
| 5 | Healthcare | 3.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Weyerhaeuser
WY
$17.7B
| $239K | 0.15% |
+7,919
| New | +$230K |
|
77
Trade Desk
TTD
$8.93B
| $232K | 0.15% |
+8,930
| New | +$201K |
|
78
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.3B
| $232K | 0.15% |
+2,542
| New | +$232K |
|
|
XLNX
79
DELISTED
Xilinx Inc
XLNX
| $231K | 0.15% |
+2,362
| New | +$222K |
|
80
3M
MMM
$93.7B
| $227K | 0.14% |
+1,539
| New | +$216K |
|
81
Palo Alto Networks
PANW
$255B
| $220K | 0.14% |
+5,700
| New | +$216K |
|
82
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
| $220K | 0.14% |
+3,497
| New | +$215K |
|
83
Invesco S&P 500 Equal Weight ETF
RSP
$98.2B
| $218K | 0.14% |
+1,884
| New | +$209K |
|
84
Kimberly-Clark
KMB
$37.4B
| $214K | 0.14% |
+1,559
| New | +$211K |
|
85
SPDR Gold Trust
GLD
$130B
| $210K | 0.13% |
+1,471
| New | +$206K |
|
86
Philip Morris
PM
$315B
| $188K | 0.12% |
+2,208
| New | +$182K |
|
87
Dominion Energy
D
$62.8B
| $183K | 0.12% |
+2,215
| New | +$181K |
|
88
Applied Materials
AMAT
$361B
| $182K | 0.12% |
+2,986
| New | +$168K |
|
89
Schwab US Large- Cap ETF
SCHX
$71B
| $180K | 0.11% |
+14,058
| New | +$172K |
|
90
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.43B
| $179K | 0.11% |
+7,000
| New | +$178K |
|
91
Duke Energy
DUK
$101B
| $176K | 0.11% |
+1,930
| New | +$177K |
|
92
Booking.com
BKNG
$155B
| $175K | 0.11% |
+2,125
| New | +$167K |
|
93
Union Pacific
UNP
$174B
| $173K | 0.11% |
+955
| New | +$163K |
|
94
Pfizer
PFE
$144B
| $171K | 0.11% |
+4,592
| New | +$164K |
|
95
Vanguard Mid-Cap Value ETF
VOE
$24.1B
| $171K | 0.11% |
+1,435
| New | +$165K |
|
96
American Electric Power
AEP
$72.3B
| $161K | 0.1% |
+1,705
| New | +$158K |
|
97
American Express
AXP
$226B
| $159K | 0.1% |
+1,277
| New | +$153K |
|
98
Netflix
NFLX
$301B
| $158K | 0.1% |
+4,870
| New | +$144K |
|
99
Ecolab
ECL
$80B
| $157K | 0.1% |
+816
| New | +$155K |
|
100
iShares Global Utilities ETF
JXI
$320M
| $157K | 0.1% |
+2,670
| New | +$154K |
|
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Atticus Wealth Management's Q4 2019 Portfolio in Review
Q4 2019 is the first quarter with a 13F filing on record for Atticus Wealth Management, which disclosed 412 positions worth $157M. Its ten largest holdings account for 43% of the portfolio.
Its largest position is State Street SPDR S&P 500 ETF Trust: 43,950 shares worth $14.1M.
By sector, the portfolio is most concentrated in Consumer Staples at 6.4% of assets, followed by Technology and Financials.
- Atticus Wealth Management's largest Q4 2019 buy was State Street SPDR S&P 500 ETF Trust: 43,950 shares worth $14.1M.
- Atticus Wealth Management's ten largest holdings make up 43% of its $157M portfolio in Q4 2019.
- Atticus Wealth Management disclosed 412 positions in Q4 2019, its first 13F filing on record.
Based on Atticus Wealth Management's 13F filing for Q4 2019, filed 3 Feb 2020.