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Aquamarine Zurich AG
RAMISTRASSE 18, ZURICH, V8 8001 • 0041-44-210-19-00
Market Value
$135M
-8.3%
Holdings
7
-7
New Purchases
0
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
0.0%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Financial Services | 88.5% |
| Consumer Cyclical | 7.4% |
| Technology | 4.1% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 4 | $108M | 79.8% |
| Large Cap | 2 | $22M | 16.1% |
| Small Cap | 1 | $6M | 4.1% |
Portfolio Analytics
Avg Market Cap
$412.9B
Median Market Cap
$212.7B
Avg P/E
26.9
Median P/E
28.5
Avg Dividend Yield
0.01%
Avg Beta
0.85
# Stocks
7
# ETFs / Funds
0
Top Holdings (7 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B | 34.57% | 97,600 | $47M | $479.20 | -$2M | — | — | |
| 2 | BRK-A | 15.92% | 30 | $22M | $718,133.33 | -$1M | — | — | |
| 3 | MA | 14.77% | 40,000 | $20M | $499.65 | -$3M | — | — | |
| 4 | AXP | 14.53% | 65,000 | $20M | $302.48 | -$4M | — | — | |
| 5 | MCO | 8.71% | 27,000 | $12M | $436.26 | -$2M | — | — | |
| 6 | RACE | 7.40% | 30,000 | $10M | $333.87 | $455K | — | — | |
| 7 | DJCO | 4.10% | 11,500 | $6M | $482.35 | -$57K | — | — |