LWCA

Locust Wood Capital Advisers Portfolio holdings

AUM $3.66B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$615M
AUM Growth
+$48.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$25.3M
2 +$22.4M
3 +$19.3M
4
NRF
NorthStar Realty Finance Corp.
NRF
+$19.2M
5
SFR
Starwood Waypoint Homes
SFR
+$14.3M

Top Sells

1 +$20.8M
2 +$17.5M
3 +$14.7M
4
AAPL icon
Apple
AAPL
+$9.87M
5
KMI icon
Kinder Morgan
KMI
+$9.79M

Sector Composition

1 Consumer Discretionary 17.54%
2 Healthcare 13.98%
3 Financials 13.62%
4 Real Estate 12.52%
5 Energy 11.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-850
52
-11,223
53
-356,819
54
-81,600
55
-133,192