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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 | Miscellaneous | 64.92% |
| 2 | Consumer Staples | 6.44% |
| 3 | Technology | 6.23% |
| 4 | Financials | 5.62% |
| 5 | Real Estate | 3.83% |
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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 Miscellaneous at 65% of assets, followed by Consumer Staples and Technology.
- 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.