Asset Manager
← All Institutions
Consulta Ltd
Market Value
$1.8B
+12.4%
Holdings
12
+1
New Purchases
2
Added To
1
Closed
0
Reduced
4
Top 10 Concentration
95.0%
Turnover
16.7%
Top Buys (by % of Portfolio)
Top Sells (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 3 | $590M | 33.6% |
| Large Cap | 8 | $1.1B | 65.0% |
| Mid Cap | 1 | $25M | 1.4% |
Portfolio Analytics
Avg Market Cap
$956.3B
Median Market Cap
$98.9B
Avg P/E
25.4
Median P/E
22.5
Avg Dividend Yield
0.01%
Avg Beta
1.20
# Stocks
12
# ETFs / Funds
0
Top Holdings (12 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | 12.52% | 425,000 | $220M | $517.95 | -$78M | -175,000 | -29.2% | |
| 2 | DHR | 12.40% | 1,100,000 | $218M | $198.26 | $792K | — | — | |
| 3 | CP | 11.65% | 2,750,000 | $205M | $74.49 | -$33M | -250,000 | -8.3% | |
| 4 | GOOGL | 11.06% | 800,000 | $194M | $243.10 | $627K | -300,000 | -27.3% | |
| 5 | ABNB | 10.36% | 1,500,000 | $182M | $121.42 | -$16M | — | — | |
| 6 | AMZN | 9.99% | 800,000 | $176M | $219.57 | — | +800,000 | — | NEW |
| 7 | UNP | 8.74% | 650,000 | $154M | $236.37 | — | +650,000 | — | NEW |
| 8 | QXO | 8.13% | 7,500,000 | $143M | $19.06 | -$19M | — | — | |
| 9 | LOW | 5.72% | 400,000 | $101M | $251.31 | $40M | +125,000 | +45.5% | |
| 10 | HLT | 4.43% | 300,000 | $78M | $259.44 | -$2M | — | — | |
| 11 | HCA | 3.63% | 150,000 | $64M | $426.20 | -$32M | -100,000 | -40.0% | |
| 12 | HHH | 1.40% | 300,000 | $25M | $82.17 | $4M | — | — |