XC
XY Capital Portfolio holdings
AUM
$120M
1-Year Est. Return
15.36%
1 Year Est. Return
+15.36%
AUM
$120M
AUM Growth
-$25M
(-17%)
Holding
100
Top Buys
| 1 | +$13.4M | |
| 2 | +$5.96M | |
| 3 | +$5.48M | |
| 4 |
LNW
Light & Wonder
LNW
|
+$4.88M |
| 5 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$4.85M |
Top Sells
| 1 | +$20.4M | |
| 2 | +$13.7M | |
| 3 | +$13.6M | |
| 4 |
Zai Lab
ZLAB
|
+$12.7M |
| 5 |
KC
Kingsoft Cloud Holdings
KC
|
+$9.5M |
Sector Composition
| 1 | Consumer Discretionary | 30.91% |
| 2 | Financials | 13.87% |
| 3 | Healthcare | 9.61% |
| 4 | Technology | 8.88% |
| 5 | Real Estate | 7.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Morgan Stanley
MS
$287B
| – | – |
0
|
|
||
77
Microsoft
MSFT
$3.59T
| – | – |
0
|
|
||
78
NetEase
NTES
$86.3B
| – | – |
-17,960
|
|
||
79
Berkshire Hathaway Class B
BRK.B
$1.07T
| – | – |
-270
|
|
||
80
Caterpillar
CAT
$293B
| – | – |
0
|
|
||
81
Wells Fargo
WFC
$291B
| – | – |
0
|
|
||
|
82
Zai Lab
ZLAB
$1.97B
| – | – |
-362,627
|
|
||
83
Apple
AAPL
$4.11T
| – | – |
0
|
|
||
84
Autoliv
ALV
$9.23B
| – | – |
-6,570
|
|
||
85
Applied Materials
AMAT
$215B
| – | – |
0
|
|
||
86
Amcor
AMCR
$19.2B
| – | – |
-679,192
|
|
||
87
Amgen
AMGN
$171B
| – | – |
0
|
|
||
88
argenx
ARGX
$54.8B
| – | – |
-2,276
|
|
||
89
American Express
AXP
$265B
| – | – |
0
|
|
||
90
Bank of America
BAC
$398B
| – | – |
0
|
|
||
91
NVIDIA
NVDA
$4.4T
| – | – |
0
|
|
||
92
ResMed
RMD
$36.8B
| – | – |
-14,624
|
|
||
93
Starbucks
SBUX
$96.4B
| – | – |
0
|
|
||
94
Sony
SONY
$159B
| – | – |
-87,433
|
|
||
95
SPDR S&P 500 ETF Trust
SPY
$700B
| – | – |
0
|
|
||
96
STMicroelectronics
STM
$23.3B
| – | – |
-8,400
|
|
||
97
T-Mobile US
TMUS
$218B
| – | – |
0
|
|
||
98
UnitedHealth
UNH
$305B
| – | – |
0
|
|
||
99
US Bancorp
USB
$83.3B
| – | – |
0
|
|
||
|
LIF
100
Life360
LIF
$5.41B
| – | – |
-31,892
|
|