Asset Manager
← All Institutions
Consulta Ltd
Market Value
$1.9B
+20.4%
Holdings
15
+4
New Purchases
4
Added To
3
Closed
2
Reduced
2
Top 10 Concentration
91.6%
Turnover
40.0%
Top Buys (by % of Portfolio)
Top Sells (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 6 | $1.0B | 54.2% |
| Large Cap | 8 | $833M | 44.6% |
| Mid Cap | 1 | $24M | 1.3% |
Portfolio Analytics
Avg Market Cap
$841.4B
Median Market Cap
$121.7B
Avg P/E
27.2
Median P/E
28.6
Avg Dividend Yield
0.01%
Avg Beta
1.13
# Stocks
15
# ETFs / Funds
0
Top Holdings (15 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | 14.56% | 1,180,000 | $272M | $230.82 | $97M | +380,000 | +47.5% | |
| 2 | MSFT | 12.41% | 480,000 | $232M | $483.62 | $12M | +55,000 | +12.9% | |
| 3 | ABNB | 10.88% | 1,500,000 | $204M | $135.72 | $21M | — | — | |
| 4 | QXO | 10.31% | 10,000,000 | $193M | $19.29 | $50M | +2,500,000 | +33.3% | |
| 5 | GOOGL | 9.96% | 595,000 | $186M | $313.00 | -$8M | -205,000 | -25.6% | |
| 6 | V | 9.38% | 500,000 | $175M | $350.71 | — | +500,000 | — | NEW |
| 7 | UNP | 8.04% | 650,000 | $150M | $231.32 | -$3M | — | — | |
| 8 | DHR | 7.34% | 600,000 | $137M | $228.92 | -$81M | -500,000 | -45.5% | |
| 9 | HLT | 4.61% | 300,000 | $86M | $287.25 | $8M | — | — | |
| 10 | LIN | 4.10% | 180,000 | $77M | $426.39 | — | +180,000 | — | NEW |
| 11 | NFLX | 3.76% | 750,000 | $70M | $93.76 | — | +750,000 | — | NEW |
| 12 | PGR | 3.37% | 276,435 | $63M | $227.72 | — | +276,435 | — | NEW |
| 13 | HHH | 1.28% | 300,000 | $24M | $79.77 | -$720K | — | — | |
| 14 | LOW | —% | — | — | — | -$101M | -400,000 | -100.0% | SOLD |
| 15 | HCA | —% | — | — | — | -$64M | -150,000 | -100.0% | SOLD |