Asset Manager
← All Institutions
Consulta Ltd
Market Value
$1.6B
+17.1%
Holdings
11
+1
New Purchases
2
Added To
1
Closed
0
Reduced
3
Top 10 Concentration
98.4%
Turnover
18.2%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 3 | $590M | 38.0% |
| Large Cap | 7 | $939M | 60.4% |
| Mid Cap | 1 | $25M | 1.6% |
Portfolio Analytics
Avg Market Cap
$1.0T
Median Market Cap
$120.4B
Avg P/E
28.1
Median P/E
29.9
Avg Dividend Yield
0.01%
Avg Beta
1.23
# Stocks
11
# ETFs / Funds
0
Top Holdings (11 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | 14.17% | 425,000 | $220M | $517.95 | -$78M | -175,000 | -29.2% | |
| 2 | DHR | 14.03% | 1,100,000 | $218M | $198.26 | $792K | — | — | |
| 3 | GOOGL | 12.51% | 800,000 | $194M | $243.10 | $627K | -300,000 | -27.3% | |
| 4 | ABNB | 11.72% | 1,500,000 | $182M | $121.42 | -$16M | — | — | |
| 5 | AMZN | 11.30% | 800,000 | $176M | $219.57 | — | +800,000 | — | NEW |
| 6 | UNP | 9.89% | 650,000 | $154M | $236.37 | — | +650,000 | — | NEW |
| 7 | QXO | 9.20% | 7,500,000 | $143M | $19.06 | -$19M | — | — | |
| 8 | LOW | 6.47% | 400,000 | $101M | $251.31 | $40M | +125,000 | +45.5% | |
| 9 | HLT | 5.01% | 300,000 | $78M | $259.44 | -$2M | — | — | |
| 10 | HCA | 4.11% | 150,000 | $64M | $426.20 | -$32M | -100,000 | -40.0% | |
| 11 | HHH | 1.59% | 300,000 | $25M | $82.17 | $4M | — | — |