LDB

Lee, Danner & Bass Portfolio holdings

AUM $1.29B
1-Year Est. Return 20.52%
This Quarter Est. Return
1 Year Est. Return
+20.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$770M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$5.93M
2 +$3.86M
3 +$2.56M
4
GE icon
GE Aerospace
GE
+$1.58M
5
APA icon
APA Corp
APA
+$1.22M

Top Sells

1 +$4.08M
2 +$1.92M
3 +$516K
4
FFH
FAIRFAX FINL HLDGS LTD SUB VTG
FFH
+$390K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$375K

Sector Composition

1 Financials 29.54%
2 Industrials 14.38%
3 Healthcare 10.38%
4 Energy 9.95%
5 Consumer Staples 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-2,406