Asset Manager
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Robert Bosch GmbH
ROBERT BOSCH PLATZ 1, GERLINGEN SCHILLERHOEHE 70839 • 248 876 64 30
Market Value
$177M
+9.0%
Holdings
2
-2
New Purchases
1
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
50.0%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| WRD | 18.34% | 0.00% | +18.34% | $32M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| ADSE | 81.66% | 100.00% | -18.34% | $144M |
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Industrials | 75.0% |
| Technology | 25.0% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mid Cap | 1 | $32M | 18.3% |
| Small Cap | 1 | $144M | 81.7% |
Portfolio Analytics
Avg Market Cap
$1.5B
Median Market Cap
$1.5B
Avg P/E
—
Median P/E
—
Avg Dividend Yield
—%
Avg Beta
1.11
# Stocks
2
# ETFs / Funds
0
Top Holdings (2 total)
New Positions
| Symbol | Value | % Port |
|---|---|---|
| WRD | $32M | 18.34% |