Lou Simpson

Last Update: 02-17-2015

Number of Stocks: 12
Number of New Stocks: 0

Total Value: $2,631 Mil
Q/Q Turnover: 2%

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: 2014-12-31
Number of Stocks: 12
Total value: 2,631 Mil
Number of New Buys: 0
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Financial Services 41.6% 41.6% -0.1% 1.70454545455% 6.81818181818% 0.4%
Communication Services 13.9% 13.9% -0.2% 3.40909090909% 13.6363636364% 0.8%
Technology 11.9% 11.9%
Healthcare 9.8% 9.8% -0.1% 1.70454545455%
Real Estate 8.5% 8.5% 13.6363636364% 0.8%
Consumer Cyclical 7.6% 7.6% 1.70454545455% 0.1%
Industrials 6.9% 6.9% -3.7% 63.0681818182%
ETF, options, preferred 6.7% 6.7%

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Ticker Company Industry Shares Value ($1000) % Weighting as of
Share # Change
from Last Period
Trade Impact (%) % of Shares Outstanding
BAM Brookfield Asset Management IncReal Estate Services4,468,564224,1398.5%+10.84%+0.83%0.72
LBTYK Liberty Global PLCCommunication Services4,670,392225,6278.6%+10.66%+0.83%0.53
USB U.S. BancorpBanks5,286,776237,6419%+3.36%+0.29%0.30
WFC Wells Fargo & CoBanks5,810,016318,50512.1%+0.96%+0.12%0.11
CCK Crown Holdings IncPackaging & Containers3,927,546199,9127.6%+1.33%+0.1%2.82
SCHW Charles Schwab CorpBrokers & Exchanges6,696,279202,1617.7%+0.52%+0.04%0.51
ORCL Oracle CorporationApplication Software6,936,506311,93511.9%+0.18%+0.02%0.16
BRK.A Berkshire Hathaway IncInsurance214,7460.18%000.00
BRK.B Berkshire Hathaway IncInsurance2,199,264330,21912.6%-0.79%-0.09%0.09
VRX Valeant Pharmaceuticals International IncDrug Manufacturers1,794,227256,9789.8%-1.19%-0.11%0.53
DTV DirectvCommunication Services1,594,678138,2595.3%-2.88%-0.16%0.32
UPS United Parcel Service Inc (UPS)Transportation & Logistics1,628,151181,0026.9%-37.57%-3.72%0.18
MCO Moody's CorporationBusiness Services00 Sold Out-5.5%0.00
Premium Portfolio changes after 2014-12-31 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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User Comments

ReplyLouienosuke - 11 months ago
the avg cost for DTV is way off

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