LDB
Lee, Danner & Bass Portfolio holdings
AUM
$1.29B
1-Year Est. Return
20.52%
1 Year Est. Return
+20.52%
AUM
$1.29B
AUM Growth
+$49.1M
(+4%)
Holding
229
Top Buys
| 1 | +$5.38M | |
| 2 | +$3.48M | |
| 3 | +$2.37M | |
| 4 |
Cleveland-Cliffs
CLF
|
+$1.33M |
| 5 |
Sempra
SRE
|
+$1.3M |
Top Sells
| 1 | +$2.09M | |
| 2 | +$1.49M | |
| 3 | +$1.35M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$1.17M |
| 5 |
DXC Technology
DXC
|
+$1.11M |
Sector Composition
| 1 | Financials | 23.12% |
| 2 | Healthcare | 18.6% |
| 3 | Technology | 15.73% |
| 4 | Industrials | 11.35% |
| 5 | Consumer Staples | 6.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Kimberly-Clark
KMB
$39.5B
| – | – |
-1,466
|
|
||
227
Newmont
NEM
$91.6B
| – | – |
-8,859
|
|
||
228
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.89B
| – | – |
-3,266
|
|
||
|
EQC
229
DELISTED
Equity Commonwealth
EQC
| – | – |
-301,500
|
|