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Bolton LP Portfolio holdings
AUM
$259M
1-Year Est. Return
30.92%
This Fund
S&P 500
This Quarter
Est. Return
+13.51%
1 Year Est. Return
-30.92%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$366M
AUM Growth
–
Cap. Flow
+$284M
Cap. Flow
% of AUM
77.57%
Top 10 Holdings %
Top 10 Hldgs %
47.07%
Holding
265
New
265
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$46.8M |
| 2 |
SHLD
Sears Holding Corporation
SHLD
|
+$18.5M |
| 3 |
VIA
Viacom Inc. Class A
VIA
|
+$15.6M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$15.2M |
| 5 |
IOC
Interoil Corporation
IOC
|
+$14.4M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 21.52% |
| 2 | Communication Services | 12.08% |
| 3 | Consumer Discretionary | 10.4% |
| 4 | Energy | 7.13% |
| 5 | Materials | 6.5% |
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Bolton LP's Q3 2013 Portfolio in Review
Q3 2013 is the first quarter with a 13F filing on record for Bolton LP, which disclosed 265 positions worth $366M. Its ten largest holdings account for 47% of the portfolio.
Its largest position is Apple: 2,822,512 shares worth $48.1M.
By sector, the portfolio is most concentrated in Technology at 22% of assets, followed by Communication Services and Consumer Discretionary.
- Bolton LP's largest Q3 2013 buy was Apple: 2,822,512 shares worth $48.1M.
- Bolton LP's ten largest holdings make up 47% of its $366M portfolio in Q3 2013.
- Bolton LP disclosed 265 positions in Q3 2013, its first 13F filing on record.
Based on Bolton LP's 13F filing for Q3 2013, filed 12 Nov 2013.