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
$1.2B
AUM Growth
+$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$37.8M
2 +$31.9M
3 +$28M
4
PSTH
Pershing Square Tontine Holdings, Ltd.
PSTH
+$24.8M
5
BAX icon
Baxter International
BAX
+$15.7M

Top Sells

1 +$34M
2 +$24.7M
3 +$23.4M
4
AAPL icon
Apple
AAPL
+$21.1M
5
ELV icon
Elevance Health
ELV
+$20.9M

Sector Composition

1 Financials 20.81%
2 Technology 20.01%
3 Communication Services 13.38%
4 Healthcare 12.39%
5 Industrials 12.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-113,285