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Aquamarine Zurich AG
RAMISTRASSE 18, ZURICH, V8 8001 • 0041-44-210-19-00
Market Value
$144M
+6.5%
Holdings
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 | $114M | 79.0% |
| Large Cap | 2 | $23M | 16.2% |
| Small Cap | 1 | $7M | 4.8% |
Portfolio Analytics
Avg Market Cap
$459.3B
Median Market Cap
$211.3B
Avg P/E
24.1
Median P/E
23.2
Avg Dividend Yield
0.01%
Avg Beta
0.83
# 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 | 33.89% | 97,600 | $49M | $500.39 | $2M | — | — | |
| 2 | BRK-A | 15.59% | 30 | $22M | $748,866.67 | $922K | — | — | |
| 3 | AXP | 15.26% | 65,000 | $22M | $338.25 | $2M | — | — | |
| 4 | MA | 14.26% | 40,000 | $21M | $513.60 | $558K | — | — | |
| 5 | MCO | 8.49% | 27,000 | $12M | $452.93 | $450K | — | — | |
| 6 | RACE | 7.71% | 30,000 | $11M | $370.47 | $1M | — | — | |
| 7 | DJCO | 4.80% | 11,500 | $7M | $601.22 | $1M | — | — |