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
$23.9B
AUM Growth
+$876M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$311M
2
+$300M
3
+$223M
4
GGG icon
Graco
GGG
+$174M
5
LIN icon
Linde
LIN
+$137M

Top Sells

1
+$438M
2
+$213M
3
+$132M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$72M
5
AAPL icon
Apple
AAPL
+$53.6M

Sector Composition

1 Financials 25.18%
2 Technology 22.89%
3 Healthcare 17.95%
4 Consumer Discretionary 11.57%
5 Consumer Staples 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-218,175
102
– –
-390,708
103
– –
-60,000
104
– –
-1,611
105
– –
-30,000
1 2 3 4
5