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Asset Manager ← All Institutions

Fulcrum Asset Management LLP

Q2 2022 · Filed 2022-05-10
Market Value
$0
-100.0%
Holdings
219
-55
New Purchases
0
Added To
0
Closed
219
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 26 $0 0%
Large Cap 129 $0 0%
Mid Cap 51 $0 0%
Small Cap 9 $0 0%
Micro Cap 4 $0 0%

Portfolio Analytics

Avg Market Cap
$145.6B
Median Market Cap
$23.2B
Avg P/E
34.8
Median P/E
24.5
Avg Dividend Yield
0.02%
Avg Beta
1.02
# Stocks
219
# ETFs / Funds
0

Top Holdings (219 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NEE —% -$4M -48,336 -100.0% SOLD
2 BDX —% -$504K -2,025 -100.0% SOLD
3 ALB —% -$689K -3,648 -100.0% SOLD
4 AIR —% -$986K SOLD
5 TMHC —% -$715K -27,026 -100.0% SOLD
6 ED —% -$1M -10,951 -100.0% SOLD
7 CDE —% -$924K SOLD
8 AA —% -$239K -2,836 -100.0% SOLD
9 NOW —% -$1M -2,598 -100.0% SOLD
10 WY —% -$4M -99,718 -100.0% SOLD
11 AEM —% -$870K SOLD
12 BMY —% -$1M -15,518 -100.0% SOLD
13 CARR —% -$387K -8,535 -100.0% SOLD
14 EGO —% -$881K SOLD
15 AMT —% -$847K -3,428 -100.0% SOLD
16 ZTS —% -$5M -25,863 -100.0% SOLD
17 NTR —% -$4M -35,548 -100.0% SOLD
18 VEEV —% -$730K SOLD
19 DLR —% -$872K -6,258 -100.0% SOLD
20 XIFR —% -$1M -12,122 -100.0% SOLD
21 IQV —% -$291K -1,347 -100.0% SOLD
22 REXR —% -$2M -24,453 -100.0% SOLD
23 BURL —% -$379K SOLD
24 HUBS —% -$723K -1,523 -100.0% SOLD
25 TREX —% -$349K -5,543 -100.0% SOLD
26 ECL —% -$1M -6,084 -100.0% SOLD
27 AMH —% -$2M -60,153 -100.0% SOLD
28 SNOW —% -$1M -4,446 -100.0% SOLD
29 FMC —% -$261K -2,120 -100.0% SOLD
30 CHWY —% -$772K -18,960 -100.0% SOLD
31 STAG —% -$2M -39,692 -100.0% SOLD
32 FNV —% -$372K -1,979 -100.0% SOLD
33 MS —% -$574K -7,025 -100.0% SOLD
34 GS —% -$548K -1,567 -100.0% SOLD
35 HD —% -$2M -6,107 -100.0% SOLD
36 TRNO —% -$1M -17,481 -100.0% SOLD
37 FNF —% -$221K -4,830 -100.0% SOLD
38 T —% -$2M -91,385 -100.0% SOLD
39 EGP —% -$2M -9,338 -100.0% SOLD
40 CRM —% -$2M -8,628 -100.0% SOLD
41 EQR —% -$2M -17,180 -100.0% SOLD
42 DQ —% -$394K -9,585 -100.0% SOLD
43 AEE —% -$857K -9,489 -100.0% SOLD
44 DHT —% -$90K -15,710 -100.0% SOLD
45 GFL —% -$8M SOLD
46 DAR —% -$8M -94,476 -100.0% SOLD
47 SRE —% -$1M -8,045 -100.0% SOLD
48 VZ —% -$1M -23,104 -100.0% SOLD
49 LOW —% -$1M -6,174 -100.0% SOLD
50 NKE —% -$2M -17,767 -100.0% SOLD
51 TJX —% -$289K -5,098 -100.0% SOLD
52 UPS —% -$2M -8,810 -100.0% SOLD
53 MHK —% -$3M -23,854 -100.0% SOLD
54 MTH —% -$713K -9,244 -100.0% SOLD
55 SPGI —% -$524K -1,365 -100.0% SOLD
56 WEC —% -$545K -5,551 -100.0% SOLD
57 LPX —% -$4M -66,950 -100.0% SOLD
58 IP —% -$3M -73,055 -100.0% SOLD
59 RIO —% -$421K SOLD
60 WM —% -$10M -65,043 -100.0% SOLD
61 CBT —% -$284K SOLD
62 CBRE —% -$214K -2,500 -100.0% SOLD
63 HMY —% -$604K SOLD
64 CTVA —% -$3M -57,155 -100.0% SOLD
65 BHP —% -$387K SOLD
66 DOW —% -$3M SOLD
67 HUN —% -$4M SOLD
68 TSN —% -$1M -13,893 -100.0% SOLD
69 PINS —% -$803K SOLD
70 CCI —% -$733K -4,040 -100.0% SOLD
71 CPT —% -$1M -7,593 -100.0% SOLD
72 CF —% -$4M -35,175 -100.0% SOLD
73 JPM —% -$1M -11,472 -100.0% SOLD
74 KGC —% -$1M SOLD
75 DT —% -$868K SOLD
76 NSC —% -$3M -11,473 -100.0% SOLD
77 HXL —% -$928K SOLD
78 CNI —% -$3M -24,092 -100.0% SOLD
79 BAC —% -$1M -30,965 -100.0% SOLD
80 ELS —% -$1M -13,581 -100.0% SOLD
81 BVN —% -$633K SOLD
82 GFI —% -$1M SOLD
83 DHI —% -$410K -5,646 -100.0% SOLD
84 TDG —% -$1M SOLD
85 CLH —% -$7M -65,401 -100.0% SOLD
86 ES —% -$1M -12,748 -100.0% SOLD
87 MAS —% -$2M -40,441 -100.0% SOLD
88 WLK —% -$621K SOLD
89 DD —% -$974K -15,631 -100.0% SOLD
90 TDY —% -$1M SOLD
91 V —% -$3M -15,707 -100.0% SOLD
92 VALE —% -$677K -38,286 -100.0% SOLD
93 PLNT —% -$976K SOLD
94 CI —% -$515K -2,297 -100.0% SOLD
95 ZTO —% -$391K SOLD
96 WPM —% -$424K -7,565 -100.0% SOLD
97 KBH —% -$489K -15,266 -100.0% SOLD
98 UNP —% -$8M -30,469 -100.0% SOLD
99 PLD —% -$5M -28,804 -100.0% SOLD
100 ESS —% -$1M -4,216 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
T —%
BDX —%
ALB —%
AIR —%
TMHC —%
ED —%
CDE —%
AA —%
NOW —%
WY —%
AEM —%
BMY —%
EGP —%
NEE —%
AMT —%
View SEC EDGAR Filings for Fulcrum Asset Management LLP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms