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LWCA
Locust Wood Capital Advisers Portfolio holdings
AUM
$3.67B
1-Year Est. Return
33.1%
This Fund
S&P 500
1 Year Est. Return
+33.1%
AUM
$3.67B
AUM Growth
-$322M
(-8.1%)
Holding
36
Top Buys
| 1 | +$132M | |
| 2 | +$107M | |
| 3 | +$99.4M | |
| 4 |
Visa
V
|
+$55.4M |
| 5 |
NVIDIA
NVDA
|
+$47.1M |
Top Sells
| 1 | +$89.9M | |
| 2 | +$89.5M | |
| 3 | +$81.7M | |
| 4 |
ServiceNow
NOW
|
+$68.7M |
| 5 |
Vertiv
VRT
|
+$67.8M |
Sector Composition
| 1 | Industrials | 22.58% |
| 2 | Technology | 21.13% |
| 3 | Materials | 12.63% |
| 4 | Financials | 10.11% |
| 5 | Healthcare | 10.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Eli Lilly
LLY
$1.08T
| $18.8M | 0.51% |
+20,394
|
|
||
27
Berkshire Hathaway Class A
BRK.A
$1.1T
| $16.5M | 0.45% |
23
-1
|
|
||
28
Apollo Global Management
APO
$68.4B
| – | – |
-336,837
|
|
||
29
State Street SPDR S&P 500 ETF Trust
SPY
$785B
| – | – |
0
|
|
||
30
Axalta
AXTA
$7.51B
| – | – |
-1,983,338
|
|
||
31
Salesforce
CRM
$136B
| – | – |
-338,038
|
|
||
32
Caesars Entertainment
CZR
$6.19B
| – | – |
0
|
|
||
33
Elevance Health
ELV
$90.7B
| – | – |
-142,053
|
|
||
34
Nike
NKE
$65.3B
| – | – |
-1,282,705
|
|
||
|
35
ServiceNow
NOW
$110B
| – | – |
-448,310
|
|
||
36
Palantir
PLTR
$310B
| – | – |
0
|
|