Lou Simpson

Last Update: 05-15-2015

Number of Stocks: 12
Number of New Stocks: 1

Total Value: $2,913 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: 2015-03-31
Number of Stocks: 12
Total value: 2,913 Mil
Number of New Buys: 1
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Financial Services 40.1% 40.1% 35.6115107914% 3.3%
Industrials 15.1% 15.1% -0.1% 1.07913669065% 105.755395683% 9.8%
Healthcare 12.9% 12.9% 7.55395683453% 0.7%
Real Estate 12.5% 12.5% 46.4028776978% 4.3%
Communication Services 8.4% 8.4% 5.39568345324% 0.5%
Consumer Cyclical 7.8% 7.8% 5.39568345324% 0.5%
ETF, options, preferred 3.2% 3.2%
Technology 3.1% 3.1% -8.3% 89.5683453237%

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View:
Ticker Company Industry Shares Value ($1000) % Weighting as of
2015-03-31
Share # Change
from Last Period
Trade Impact (%) % of Shares Outstanding
PCP Precision Castparts CorpIndustrial Products1,352,140283,9499.75%New Buy+9.75%0.98
BAM Brookfield Asset Management IncReal Estate Services10,216,317364,97012.53%+52.42%+4.31%1.06
SCHW Charles Schwab CorpBrokers & Exchanges8,132,923247,5668.5%+21.45%+1.5%0.62
VRX Valeant Pharmaceuticals International IncDrug Manufacturers1,898,540376,64612.93%+5.81%+0.71%0.55
USB U.S. BancorpBanks5,704,686249,1248.55%+7.90%+0.63%0.32
WFC Wells Fargo & CoBanks6,140,747334,05711.47%+5.69%+0.62%0.12
BRK.B Berkshire Hathaway IncInsurance2,313,799333,92711.46%+5.21%+0.57%0.09
CCK Crown Holdings IncPackaging & Containers4,198,521226,8047.78%+6.90%+0.5%3.02
LBTYK Liberty Global PLCCommunication Services4,939,071246,0158.44%+5.75%+0.46%0.56
BRK.A Berkshire Hathaway IncInsurance214,5680.16%000.00
UPS United Parcel Service Inc (UPS)Transportation & Logistics1,594,226154,5445.3%-2.08%-0.14%0.18
DTV DirectvCommunication Services00 Sold Out-5.3%0.00
ORCL Oracle CorporationApplication Software2,113,92191,2163.13%-69.52%-8.27%0.05
Premium Portfolio changes after 2015-03-31 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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User Comments

Louienosuke
ReplyLouienosuke - 1 year ago
the avg cost for DTV is way off

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