We are live on
!
Find out more
TI
Truehand Inc Portfolio holdings
AUM
$171M
1-Year Est. Return
25.9%
This Fund
S&P 500
This Quarter
Est. Return
-11.55%
1 Year Est. Return
+25.9%
3 Year Est. Return
+86.86%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$118M
AUM Growth
–
Cap. Flow
+$126M
Cap. Flow
% of AUM
107.24%
Top 10 Holdings %
Top 10 Hldgs %
34.52%
Holding
203
New
203
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$10.7M |
| 2 |
IRBT
iRobot
IRBT
|
+$5.68M |
| 3 |
Johnson & Johnson
JNJ
|
+$4.29M |
| 4 |
Sysco
SYY
|
+$3.99M |
| 5 |
ExxonMobil
XOM
|
+$3.69M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 21.44% |
| 2 | Healthcare | 17.65% |
| 3 | Consumer Staples | 16.18% |
| 4 | Industrials | 10.07% |
| 5 | Energy | 6.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Garrett Motion
GTX
$5.87B
| $0 | ﹤0.01% |
+2
| New | +$27 |
|
202
Ovintiv
OVV
$16.5B
| $0 | ﹤0.01% |
+12
| New | +$517 |
|
|
GCVRZ
203
DELISTED
Sanofi Contingent Value Rights
GCVRZ
| $0 | ﹤0.01% |
+116
| New | +$58 |
|
Similar funds
KM
GC
MC
REMS
NM
FAC
ACM
MSO
Truehand Inc's Q4 2018 Portfolio in Review
Q4 2018 is the first quarter with a 13F filing on record for Truehand Inc, which disclosed 203 positions worth $118M. Its ten largest holdings account for 35% of the portfolio.
Its largest position is Amazon: 128,720 shares worth $9.67M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 21% of assets, followed by Healthcare and Consumer Staples.
- Truehand Inc's largest Q4 2018 buy was Amazon: 128,720 shares worth $9.67M.
- Truehand Inc's ten largest holdings make up 35% of its $118M portfolio in Q4 2018.
- Truehand Inc disclosed 203 positions in Q4 2018, its first 13F filing on record.
Based on Truehand Inc's 13F filing for Q4 2018, filed 11 Feb 2019.