FL
Fort LP Portfolio holdings
AUM
$39.6M
1-Year Est. Return
37.11%
1 Year Est. Return
+37.11%
AUM
$39.1M
AUM Growth
-$763K
(-1.9%)
Holding
156
Top Buys
| 1 | +$270K | |
| 2 | +$250K | |
| 3 | +$243K | |
| 4 |
Baker Hughes
BKR
|
+$239K |
| 5 |
Clorox
CLX
|
+$227K |
Top Sells
| 1 | +$260K | |
| 2 | +$254K | |
| 3 | +$239K | |
| 4 |
Watts Water Technologies
WTS
|
+$231K |
| 5 |
Hubbell
HUBB
|
+$227K |
Sector Composition
| 1 | Technology | 33.97% |
| 2 | Industrials | 17.64% |
| 3 | Consumer Discretionary | 12.51% |
| 4 | Healthcare | 12.47% |
| 5 | Consumer Staples | 12.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
United Parcel Service
UPS
$83.3B
| – | – |
-1,354
|
|
||
152
US Foods
USFD
$16.9B
| – | – |
-4,031
|
|
||
153
Viatris
VTRS
$12.5B
| – | – |
-10,682
|
|
||
|
154
Watts Water Technologies
WTS
$9.17B
| – | – |
-1,087
|
|
||
155
Trane Technologies
TT
$90.7B
| – | – |
-795
|
|
||
156
NewMarket
NEU
$7.11B
| – | – |
-351
|
|