Style
ValueTurnover
Orientation
Concentrated traderLatest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Industrials | 21.09% | 0% | -21.09% |
| Unclassified | 18.87% | 0% | -18.87% |
| Healthcare | 14.28% | 0% | -14.28% |
| Communication Services | 12.22% | 0% | -12.22% |
| Financial Services | 10.54% | 0% | -10.54% |
| Technology | 8.53% | 0% | -8.53% |
| Consumer Cyclical | 7.01% | 0% | -7.01% |
| Real Estate | 5.74% | 0% | -5.74% |
| Utilities | 1.71% | 0% | -1.71% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Large Cap | 45.71% | 0% | -45.71% |
| Micro Cap | 1.31% | 0% | -1.31% |
| Mid Cap | 15.37% | 0% | -15.37% |
| Small Cap | 18.74% | 0% | -18.74% |
| Unclassified | 18.87% | 0% | -18.87% |
Quarter-over-quarter position changes