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
$702M
AUM Growth
+$87.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$29.2M
2 +$26.6M
3 +$20.8M
4
ALLY icon
Ally Financial
ALLY
+$17.2M
5
MON
Monsanto Co
MON
+$16.2M

Top Sells

1 +$22.9M
2 +$15.3M
3 +$11.1M
4
TMO icon
Thermo Fisher Scientific
TMO
+$10.6M
5
PEP icon
PepsiCo
PEP
+$10.5M

Sector Composition

1 Communication Services 16.85%
2 Financials 14.49%
3 Consumer Discretionary 13.97%
4 Real Estate 13.88%
5 Energy 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-20,000
52
-118,192
53
-382,173