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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 | |
|---|---|---|---|---|---|---|
51
JPMorgan Chase
JPM
$859B
| $1.85M | 0.39% |
6,281
+1,595
|
|
||
52
Oracle
ORCL
$530B
| $1.82M | 0.38% |
12,402
+12,358
|
|
||
53
UnitedHealth
UNH
$371B
| $1.79M | 0.37% |
6,614
+1,188
|
|
||
54
Bank of America
BAC
$398B
| $1.77M | 0.37% |
36,347
+8,345
|
|
||
55
Waste Management
WM
$88.1B
| $1.75M | 0.36% |
7,606
+2,297
|
|
||
56
Dell
DELL
$256B
| $1.69M | 0.35% |
10,326
+1,300
|
|
||
57
Texas Instruments
TXN
$274B
| $1.68M | 0.35% |
8,663
|
|
||
58
Infosys
INFY
$47.5B
| $1.66M | 0.35% |
122,834
|
|
||
59
Chevron
CVX
$373B
| $1.64M | 0.34% |
7,916
-3,929
|
|
||
60
Citigroup
C
$238B
| $1.62M | 0.34% |
14,317
+2,233
|
|
||
61
AT&T
T
$164B
| $1.55M | 0.32% |
53,619
+10,126
|
|
||
62
Cisco
CSCO
$477B
| $1.53M | 0.32% |
19,781
+3,099
|
|
||
|
MRSH
63
Marsh
MRSH
$81.3B
| $1.53M | 0.32% |
8,803
+2,860
|
|
||
64
Union Pacific
UNP
$162B
| $1.41M | 0.29% |
5,830
-683
|
|
||
65
ConocoPhillips
COP
$143B
| $1.38M | 0.29% |
10,491
-3,775
|
|
||
66
US Bancorp
USB
$91.8B
| $1.37M | 0.29% |
26,294
|
|
||
67
Emerson Electric
EMR
$80.1B
| $1.36M | 0.28% |
10,393
-244
|
|
||
68
Morgan Stanley
MS
$338B
| $1.3M | 0.27% |
7,885
|
|
||
69
Prudential Financial
PRU
$37.7B
| $1.28M | 0.27% |
13,110
+4,092
|
|
||
70
Diageo
DEO
$45.5B
| $1.24M | 0.26% |
+16,655
|
|
||
71
Travelers Companies
TRV
$64.7B
| $1.24M | 0.26% |
4,249
+2,494
|
|
||
72
Dr. Reddy's Laboratories
RDY
$11.1B
| $1.13M | 0.24% |
81,832
|
|
||
|
SCHW
73
Charles Schwab
SCHW
$158B
| $1.13M | 0.24% |
+12,044
|
|
||
74
CEMIG Preferred Shares
CIG
$5.98B
| $1.11M | 0.23% |
463,490
|
|
||
75
Hewlett Packard
HPE
$63.8B
| $1.1M | 0.23% |
46,169
-6,779
|
|