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ER
Enlightenment Research Portfolio holdings
AUM
$45.2M
1-Year Est. Return
15.22%
This Fund
S&P 500
This Quarter
Est. Return
-12.59%
1 Year Est. Return
-15.22%
3 Year Est. Return
+194.97%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$80.5M
AUM Growth
–
Cap. Flow
+$88.2M
Cap. Flow
% of AUM
109.56%
Top 10 Holdings %
Top 10 Hldgs %
27.74%
Holding
783
New
783
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$5.25M |
| 2 |
ExxonMobil
XOM
|
+$4.39M |
| 3 |
Comcast
CMCSA
|
+$3.76M |
| 4 |
Amazon
AMZN
|
+$2.49M |
| 5 |
Microsoft
MSFT
|
+$2.34M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 17.52% |
| 2 | Healthcare | 13.48% |
| 3 | Consumer Discretionary | 12.45% |
| 4 | Financials | 11.52% |
| 5 | Industrials | 9.29% |
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Enlightenment Research's Q4 2018 Portfolio in Review
Q4 2018 is the first quarter with a 13F filing on record for Enlightenment Research, which disclosed 783 positions worth $80.5M. Its ten largest holdings account for 28% of the portfolio.
Its largest position is Apple: 108,380 shares worth $4.27M.
By sector, the portfolio is most concentrated in Technology at 18% of assets, followed by Healthcare and Consumer Discretionary.
- Enlightenment Research's largest Q4 2018 buy was Apple: 108,380 shares worth $4.27M.
- Enlightenment Research's ten largest holdings make up 28% of its $80.5M portfolio in Q4 2018.
- Enlightenment Research disclosed 783 positions in Q4 2018, its first 13F filing on record.
Based on Enlightenment Research's 13F filing for Q4 2018, filed 6 Feb 2019.