Lou Simpson

Last Update: 02-14-2017

Number of Stocks: 16
Number of New Stocks: 3

Total Value: $2,373 Mil
Q/Q Turnover: 19%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Lou Simpson's Portfolio

This page shows the Portfolio Holdings of Lou Simpson at SQ Advisors, LLC. It tells us what Lou Simpson holds in different sectors/industries and the percentage of each holdings in his portfolio. Also please click on the industry to see the details of weightings in different sectors and industries.

Portfolio Statistics

Portfolio Date: 2016-12-31
Number of Stocks: 16
Total value: 2,373 Mil
Number of New Buys: 3
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Financial Services 24.4% 24.4% -17.6% 234.87544484%
Communication Services 17.3% 17.3% -0.3% 4.00355871886% 69.3950177936% 5.2%
Technology 14.3% 14.3% 141.459074733% 10.6%
Industrials 13.9% 13.9% -4.1% 54.7153024911% 46.7081850534% 3.5%
Consumer Cyclical 12.4% 12.4% -1.9% 25.3558718861%
Real Estate 11.5% 11.5% -2.2% 29.359430605%
Basic Materials 6.2% 6.2% 2.66903914591% 0.2%
ETF, options, preferred 6.2% 6.2%

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Ticker Company Industry Shares Value ($1000) % Weighting as of
Share # Change
from Last Period
Trade Impact (%) % of Shares Outstanding 3M Change(%) YTD Change(%)
AAPL Apple IncComputer Hardware1,153,828133,6365.63%New Buy+5.63%0.02+18.38%+24.64%
TYL Tyler Technologies IncApplication Software700,14999,9604.21%New Buy+4.21%1.89+11.82%+16.92%
AME AMETEK IncIndustrial Products5,071,455246,47310.39%-29.72%-4.08%2.20+10.69%+18.00%
ALSN Allison Transmission Holdings IncAutos4,975,971167,6407.07%-17.00%-1.16%3.28+9.99%+15.35%
AXTA Axalta Coating Systems LtdChemicals5,451,489148,2816.25%+3.12%+0.19%2.25+9.44%+17.61%
WBC WABCO Holdings IncAutos1,189,107126,2245.32%-12.61%-0.78%2.20+8.56%+11.92%
CABO Cable One IncCommunication Services220,324136,9825.77%+555.94%+4.89%3.85+6.75%+9.83%
BAM Brookfield Asset Management IncReal Estate Services8,252,026272,43711.48%-15.70%-2.15%0.84+6.11%+12.06%
HXL Hexcel CorpAerospace & Defense1,610,36782,8373.49%New Buy+3.49%1.77+4.20%+2.24%
BRK.B Berkshire Hathaway IncInsurance1,868,059304,45612.83%-19.16%-2.55%0.08+1.31%+2.19%
BRK.A Berkshire Hathaway IncInsurance215,1270.22%000.00+1.19%+2.39%
LBTYK Liberty Global PLCCommunication Services8,486,630252,05310.62%+3.27%+0.34%0.95-0.88%+17.74%
WFC Wells Fargo & CoBanks10,1645600.02%-99.82%-9.76%0.00-3.13%-0.53%
LILAK LiLAC GroupCommunication Services984,80420,8480.88%-20.07%-0.28%0.57-3.20%+4.44%
ST Sensata Technologies Holding N.V.Computer Hardware2,718,858105,9004.46%+19.02%+0.71%1.59-3.74%+5.70%
SCHW Charles Schwab CorpBrokers & Exchanges6,821,241269,23411.35%-38.20%-5.3%0.51-7.04%-0.35%
Premium Portfolio changes after 2016-12-31 are included for Premium Members only!
*Holdings do not include bonds, notes, debts, shorts etc. Foreign holdings may not be included.

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