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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
This Quarter Est. Return
1 Year Est. Return
+33.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$566M
AUM Growth
+$74.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$12.6M
3
+$12.5M
4
AAPL icon
Apple
AAPL
+$12M
5
A icon
Agilent Technologies
A
+$8.88M

Top Sells

1
+$25.7M
2
+$16M
3
+$10M
4
GHC icon
Graham Holdings Company
GHC
+$6.24M
5
AIG icon
American International
AIG
+$4.12M

Sector Composition

1 Financials 15.72%
2 Consumer Discretionary 14.62%
3 Energy 13.73%
4 Real Estate 11.4%
5 Healthcare 11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-42,490
52
– –
-18,305
53
– –
-3,147,332
54
– –
-154,530
55
– –
-5,800
56
– –
-58,869
1 2
3