LIM
Longfellow Investment Management Portfolio holdings
AUM
$404M
1-Year Est. Return
15.63%
1 Year Est. Return
+15.63%
AUM
$410M
AUM Growth
+$21M
(+5.4%)
Holding
330
Top Buys
| 1 | +$19.2M | |
| 2 | +$6.3M | |
| 3 | +$1.9M | |
| 4 |
Wells Fargo
WFC
|
+$1.1M |
| 5 |
Dell
DELL
|
+$1.03M |
Top Sells
| 1 | +$17M | |
| 2 | +$7.78M | |
| 3 | +$6.59M | |
| 4 |
Enbridge
ENB
|
+$5.12M |
| 5 |
Enterprise Products Partners
EPD
|
+$2.51M |
Sector Composition
| 1 | Energy | 58.28% |
| 2 | Financials | 6.24% |
| 3 | Consumer Staples | 5.99% |
| 4 | Materials | 4.77% |
| 5 | Technology | 4.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
DYCQU
326
DT Cloud Acquisition Corp Unit
DYCQU
$78M
| – | – |
-6,818
|
|
||
|
FORLU
327
DELISTED
Four Leaf Acquisition Corp Unit
FORLU
| – | – |
-427
|
|
||
328
Quetta Acquisition Corp Unit
QETAU
| – | – |
-570
|
|
||
329
Starbucks
SBUX
$91.9B
| – | – |
-4,435
|
|
||
330
J.M. Smucker
SJM
$11B
| – | – |
-3,212
|
|