FL

Fort LP Portfolio holdings

AUM $39.6M
1-Year Est. Return 37.11%
This Quarter Est. Return
1 Year Est. Return
+37.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$39.6M
AUM Growth
+$535K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1 +$306K
2 +$268K
3 +$254K
4
LOW icon
Lowe's Companies
LOW
+$239K
5
ECL icon
Ecolab
ECL
+$235K

Top Sells

1 +$332K
2 +$286K
3 +$277K
4
IT icon
Gartner
IT
+$243K
5
AME icon
Ametek
AME
+$242K

Sector Composition

1 Technology 31.35%
2 Industrials 19.37%
3 Consumer Staples 13.05%
4 Healthcare 12.36%
5 Consumer Discretionary 12.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AME icon
151
Ametek
AME
$49.6B
-1,454
IT icon
152
Gartner
IT
$16.6B
-541
INCY icon
153
Incyte
INCY
$20.9B
-3,817
ETN icon
154
Eaton
ETN
$134B
-644
AZO icon
155
AutoZone
AZO
$58.4B
-76