Wilbur Ross

Wilbur Ross

Last Update: 02-14-2017

Number of Stocks: 6
Number of New Stocks: 1

Total Value: $459 Mil
Q/Q Turnover: 1%

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

Wilbur Ross's Portfolio

This page shows the Portfolio Holdings of Wilbur Ross at Invesco Private Capital. It tells us what Wilbur Ross 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: 6
Total value: 459 Mil
Number of New Buys: 1
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Financial Services 44.4% 44.4%
Industrials 44.3% 44.3%
Energy 9.7% 9.7%
Technology 0.9% 0.9% 14.3312101911% 0.9%
ETF, options, preferred 0.7% 0.7%
Healthcare 0.7% 0.7%

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Current Holdings | Past Portfolios: Premium Upgrade your membership

Ticker Company Industry Shares Value ($1000) % Weighting as of
Share # Change
from Last Period
Trade Impact (%) % of Shares Outstanding 3M Change(%) YTD Change(%)
TWLO Twilio IncApplication Software137,3813,9630.86%New Buy+0.86%0.15+11.55%+13.83%
NVGS Navigator Holdings LtdTransportation & Logistics21,863,874203,33444.33%0039.44+7.33%+33.87%
SNBC Sun Bancorp IncBanks4,255,848110,65224.12%0022.43-2.87%-3.81%
CACB Cascade BancorpBanks11,478,52993,20620.32%0015.05-4.40%-6.28%
XCO EXCO Resources IncOil & Gas - E&P51,104,05044,4619.69%0018.03-28.35%-42.03%
XENE Xenon Pharmaceuticals IncBiotechnology400,6773,0850.67%-2.86%-0.02%2.23-49.69%-46.75%
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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