LCOV
London Company of Virginia Portfolio holdings
AUM
$18.1B
1-Year Est. Return
11.56%
1 Year Est. Return
+11.56%
AUM
$17.7B
AUM Growth
+$123M
(+0.7%)
Holding
178
Top Buys
| 1 | +$145M | |
| 2 | +$95M | |
| 3 | +$84.4M | |
| 4 |
Corning
GLW
|
+$75M |
| 5 |
Dominion Energy
D
|
+$66.3M |
Top Sells
| 1 | +$122M | |
| 2 | +$111M | |
| 3 | +$108M | |
| 4 |
Philip Morris
PM
|
+$85.3M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$84.9M |
Sector Composition
| 1 | Technology | 22.26% |
| 2 | Financials | 19.28% |
| 3 | Industrials | 17.99% |
| 4 | Consumer Discretionary | 10.58% |
| 5 | Consumer Staples | 9.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Cannae Holdings
CNNE
$842M
| – | – |
-780,410
|
|
||
177
Skyworks Solutions
SWKS
$10.1B
| – | – |
-1,717,946
|
|
||
178
Verizon
VZ
$171B
| – | – |
-10,611
|
|