Flossbach Von Storch

Flossbach Von Storch Portfolio holdings

AUM $25.4B
1-Year Est. Return 12.8%
This Quarter Est. Return
1 Year Est. Return
+12.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.27B
AUM Growth
+$419M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$220M
2
+$181M
3
+$91.6M
4
DHR icon
Danaher
DHR
+$90.6M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$68.7M

Top Sells

1
+$287M
2
+$141M
3
+$72.6M
4
EMR icon
Emerson Electric
EMR
+$48.6M
5
JNJ icon
Johnson & Johnson
JNJ
+$40M

Sector Composition

1 Technology 22.77%
2 Healthcare 22.14%
3 Financials 14.61%
4 Consumer Discretionary 12.65%
5 Consumer Staples 12.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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79
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80
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81
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-667,500
82
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-126,200
83
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-125,685
84
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-56,000
85
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-155,000
1 2 3
4