Asset Manager
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WORLDLY PARTNERS MANAGEMENT, LLC
Market Value
$117M
-11.7%
Holdings
2
New Purchases
0
Added To
1
Closed
0
Reduced
1
Top 10 Concentration
100.0%
Turnover
0.0%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| FND | 57.60% | 54.28% | +3.33% | $68M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| COST | 42.40% | 45.72% | -3.33% | $50M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 1 | $50M | 42.4% |
| Mid Cap | 1 | $68M | 57.6% |
Portfolio Analytics
Avg Market Cap
$206.6B
Median Market Cap
$206.6B
Avg P/E
27.2
Median P/E
27.2
Avg Dividend Yield
0.00%
Avg Beta
1.20
# Stocks
2
# ETFs / Funds
0