SZC
Sleep, Zakaria & Co Portfolio holdings
AUM
$1.5B
1-Year Est. Return
22.67%
1 Year Est. Return
+22.67%
AUM
$1.68B
AUM Growth
+$262M
(+18%)
Holding
4
Top Buys
No buys this quarter
Sector Composition
| 1 | Consumer Discretionary | 69.45% |
| 2 | Consumer Staples | 13.2% |
| 3 | Communication Services | 10.3% |
| 4 | Financials | 7.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Amazon
AMZN
$2.61T
| $1.17B | 69.45% |
58,524,640
|
|
||
2
Costco
COST
$409B
| $222M | 13.2% |
1,862,983
|
|
||
3
Liberty Global Class A
LBTYA
$3.61B
| $173M | 10.3% |
4,716,745
-606,234
|
|
||
4
Berkshire Hathaway Class A
BRK.A
$1.08T
| $118M | 7.05% |
666
|
|