TBC

Tweedy, Browne Co Portfolio holdings

AUM $1.15B
1-Year Est. Return 19.95%
This Quarter Est. Return
1 Year Est. Return
+19.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.15B
AUM Growth
+$73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$1.96M
2 +$1.05M
3 +$889K
4
REZI icon
Resideo Technologies
REZI
+$886K
5
ELV icon
Elevance Health
ELV
+$871K

Top Sells

1 +$21.2M
2 +$6.79M
3 +$1.68M
4
WFC icon
Wells Fargo
WFC
+$1.44M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.2M

Sector Composition

1 Financials 27.78%
2 Healthcare 25.89%
3 Industrials 17.84%
4 Consumer Staples 10.38%
5 Consumer Discretionary 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PSNY icon
101
Gores Guggenheim
PSNY
$1.23B
-22,607