AWM

Atticus Wealth Management Portfolio holdings

AUM $396M
1-Year Est. Return 15.65%
This Quarter Est. Return
1 Year Est. Return
+15.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$370M
AUM Growth
+$63.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1 +$5.39M
2 +$2.91M
3 +$1.6M
4
AVGO icon
Broadcom
AVGO
+$1.11M
5
TPR icon
Tapestry
TPR
+$851K

Top Sells

1 +$1.96M
2 +$680K
3 +$416K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$392K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$383K

Sector Composition

1 Technology 9.13%
2 Consumer Staples 3.18%
3 Financials 2.9%
4 Consumer Discretionary 2.45%
5 Communication Services 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
XLRE icon
151
Real Estate Select Sector SPDR Fund
XLRE
$7.63B
$234K 0.06%
5,654
-1,444
GHC icon
152
Graham Holdings Company
GHC
$4.64B
$233K 0.06%
+246
VOE icon
153
Vanguard Mid-Cap Value ETF
VOE
$19B
$232K 0.06%
1,411
+235
ASML icon
154
ASML
ASML
$395B
$232K 0.06%
289
+267
UNH icon
155
UnitedHealth
UNH
$296B
$228K 0.06%
731
+369
AEM icon
156
Agnico Eagle Mines
AEM
$83.9B
$222K 0.06%
+1,868
UL icon
157
Unilever
UL
$146B
$219K 0.06%
3,587
+2,868
XLU icon
158
Utilities Select Sector SPDR Fund
XLU
$21.9B
$219K 0.06%
2,681
+40
MPC icon
159
Marathon Petroleum
MPC
$59.5B
$212K 0.06%
+1,279
CRM icon
160
Salesforce
CRM
$228B
$212K 0.06%
779
+766
LOW icon
161
Lowe's Companies
LOW
$128B
$212K 0.06%
954
+8
WRB icon
162
W.R. Berkley
WRB
$29.5B
$210K 0.06%
+2,863
TT icon
163
Trane Technologies
TT
$91.9B
$205K 0.06%
+468
PH icon
164
Parker-Hannifin
PH
$105B
$203K 0.05%
291
+16
JCI icon
165
Johnson Controls International
JCI
$77.3B
$200K 0.05%
+1,894
MTUM icon
166
iShares MSCI USA Momentum Factor ETF
MTUM
$18.6B
$199K 0.05%
+830
DHR icon
167
Danaher
DHR
$156B
$198K 0.05%
1,002
+7
MCHP icon
168
Microchip Technology
MCHP
$28.3B
$195K 0.05%
+2,777
TSM icon
169
TSMC
TSM
$1.46T
$195K 0.05%
862
+87
AMD icon
170
Advanced Micro Devices
AMD
$397B
$195K 0.05%
1,373
+959
MELI icon
171
Mercado Libre
MELI
$103B
$193K 0.05%
74
+25
BSX icon
172
Boston Scientific
BSX
$152B
$193K 0.05%
+1,795
NXPI icon
173
NXP Semiconductors
NXPI
$48.5B
$188K 0.05%
862
+762
DIS icon
174
Walt Disney
DIS
$190B
$186K 0.05%
1,496
-113
AMGN icon
175
Amgen
AMGN
$185B
$183K 0.05%
655
+541