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Longfellow Investment Management Portfolio holdings
AUM
$480M
1-Year Est. Return
8%
This Fund
S&P 500
1 Year Est. Return
+8%
AUM
$480M
AUM Growth
+$36.5M
(+8.2%)
Holding
287
Top Buys
| 1 | +$13.2M | |
| 2 | +$8.36M | |
| 3 | +$8.09M | |
| 4 |
iShares MSCI India ETF
INDA
|
+$7.77M |
| 5 |
Air Products & Chemicals
APD
|
+$7.17M |
Top Sells
| 1 | +$19.7M | |
| 2 | +$15.7M | |
| 3 | +$15.4M | |
| 4 |
MPLX
MPLX
|
+$10.6M |
| 5 |
Plains All American Pipeline
PAA
|
+$7.4M |
Sector Composition
| 1 | Energy | 46.08% |
| 2 | Financials | 10.49% |
| 3 | Communication Services | 8.95% |
| 4 | Technology | 6.24% |
| 5 | Real Estate | 5.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Weyerhaeuser
WY
$17.9B
| $3.35M | 0.7% |
137,073
+20,669
|
|
||
27
Ambev
ABEV
$50.4B
| $3.34M | 0.7% |
1,142,729
|
|
||
28
American Tower
AMT
$87.2B
| $3.24M | 0.67% |
18,763
|
|
||
29
Adobe
ADBE
$82.5B
| $3.08M | 0.64% |
12,662
+8,369
|
|
||
30
SAP
SAP
$192B
| $3.05M | 0.64% |
+17,840
|
|
||
31
ICICI Bank
IBN
$99.6B
| $2.98M | 0.62% |
115,081
+33,089
|
|
||
32
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.8B
| $2.95M | 0.62% |
118,150
|
|
||
33
Ultrapar
UGP
$5.24B
| $2.95M | 0.61% |
534,513
|
|
||
|
JBS
34
JBS N.V.
JBS
$41.2B
| $2.89M | 0.6% |
161,118
|
|
||
35
Telefônica Brasil
VIV
$21.3B
| $2.77M | 0.58% |
173,816
|
|
||
36
HDFC Bank
HDB
$124B
| $2.74M | 0.57% |
110,328
+39,968
|
|
||
37
Petrobras
PBR
$118B
| $2.45M | 0.51% |
118,010
-64,297
|
|
||
38
Americold
COLD
$4.13B
| $2.39M | 0.5% |
208,735
|
|
||
39
Home Depot
HD
$327B
| $2.31M | 0.48% |
7,027
+1,285
|
|
||
40
Procter & Gamble
PG
$348B
| $2.3M | 0.48% |
15,920
+5,648
|
|
||
41
Blackrock
BLK
$160B
| $2.26M | 0.47% |
2,355
+1,167
|
|
||
42
Abbott
ABT
$154B
| $2.13M | 0.44% |
20,739
+14,641
|
|
||
43
Sea Limited
SE
$50.8B
| $2.09M | 0.44% |
+25,243
|
|
||
44
IBM
IBM
$256B
| $2M | 0.42% |
8,264
+3,368
|
|
||
45
Banco Bradesco
BBD
$37B
| $1.98M | 0.41% |
543,378
|
|
||
46
American International
AIG
$40.2B
| $1.97M | 0.41% |
26,216
+11,749
|
|
||
47
Itaú Unibanco
ITUB
$88.1B
| $1.96M | 0.41% |
233,497
|
|
||
48
Wells Fargo
WFC
$256B
| $1.91M | 0.4% |
24,036
+8,656
|
|
||
49
Capital One
COF
$115B
| $1.9M | 0.4% |
+10,406
|
|
||
50
Vale
VALE
$66.9B
| $1.88M | 0.39% |
117,982
-121,448
|
|