Asset Manager
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WORLDLY PARTNERS MANAGEMENT, LLC
Market Value
$122M
+4.4%
Holdings
3
+1
New Purchases
1
Added To
1
Closed
0
Reduced
1
Top 10 Concentration
100.0%
Turnover
33.3%
Top Buys (by % of Portfolio)
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| COST | 33.07% | 42.40% | -9.32% | $40M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 1 | $40M | 33.1% |
| Mid Cap | 1 | $81M | 66.5% |
| Micro Cap | 1 | $520K | 0.4% |
Portfolio Analytics
Avg Market Cap
$137.7B
Median Market Cap
$4.8B
Avg P/E
27.2
Median P/E
27.2
Avg Dividend Yield
0.00%
Avg Beta
1.03
# Stocks
3
# ETFs / Funds
0
Top Holdings (3 total)
New Positions
| Symbol | Value | % Port |
|---|---|---|
| CDLX | $520K | 0.42% |