Lou Simpson

Last Update: 2014-08-14

Number of Stocks: 13
Number of New Stocks: 0

Total Value: $2,453 Mil
Q/Q Turnover: 3%

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: 2014-06-30
Number of Stocks: 13
Total value: 2,453 Mil
Number of New Buys: 0
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Financial Services 44.3% 44.3% -0.1% 1.50905432596% 27.1629778672% 1.8%
Technology 16.5% 16.5% 6.03621730382% 0.4%
Industrials 11% 11% 3.01810865191% 0.2%
Healthcare 8.2% 8.2%
Consumer Cyclical 7.6% 7.6% 6.03621730382% 0.4%
Real Estate 6.8% 6.8% 4.52716297787% 0.3%
Communication Services 5.7% 5.7%
ETF, options, preferred 5.6% 5.6%

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Ticker Company Industry Shares Value ($1000) % Weighting as of
Share # Change
from Last Period
Trade Impact (%) % of Shares Outstanding
BRK.B Berkshire Hathaway IncInsurance2,180,950276,02111.3%+5.48%+0.59%0.09
WFC Wells Fargo & CoBanks5,654,012297,17512.1%+4.48%+0.52%0.11
USB U.S. BancorpBanks4,777,853206,9778.4%+6.46%+0.51%0.27
ORCL Oracle CorporationApplication Software6,708,783271,90711.1%+4.07%+0.43%0.15
CCK Crown Holdings IncPackaging & Containers3,763,275187,2617.6%+5.84%+0.42%2.71
BAM Brookfield Asset Management IncReal Estate Services3,788,811166,8776.8%+5.44%+0.35%0.61
UPS United Parcel Service Inc (UPS)Transportation & Logistics2,625,929269,57811%+2.29%+0.25%0.29
SCHW Charles Schwab CorpBrokers & Exchanges6,272,954168,9316.9%+3.37%+0.22%0.48
TEL TE Connectivity LtdComputer Hardware2,128,117131,6035.4%+0.01%00.52
DTV DirectvCommunication Services1,646,368139,9585.7%+0.05%00.33
VRX Valeant Pharmaceuticals International IncDrug Manufacturers1,615,549200,7658.2%+0.06%00.48
MCO Moody's CorporationBrokers & Exchanges1,507,599132,1565.4%-0.19%-0.01%0.71
BRK.A Berkshire Hathaway IncInsurance213,9880.16%-36.36%-0.1%0.00
Premium Portfolio changes after 2014-06-30 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 - 6 months ago
the avg cost for DTV is way off

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