FA
| |
Fulcrum Asset Management LLP13F | |
| Fulcrum Asset Management LLP | |
| Last update 2024-10-15 | 19 Stocks (0 new) |
| Value $44.00 Mil | Turnover 0 % |
Fulcrum Asset Management LLP Top Holdings of 2024-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KBH
PUT
| KB Home | 116,264 | 7,546.4 | 0% | 17.320 | 0% | 0.160 | -14.27% | +19.31% | 5,392.3 | Homebuilding & Construction | |
INVH
PUT
| Invitation Homes Inc | 118,609 | 3,458.5 | 0% | 7.940 | 0% | 0.020 | -9.66% | -0.35% | 20,326.3 | REITs | |
SLB
PUT
| Schlumberger Ltd | 106,295 | 3,457.0 | 0% | 7.930 | 0% | 0.010 | +3.50% | -19.03% | 58,039.5 | Oil & Gas | |
WCN
PUT
| Waste Connections Inc | 24,040 | 3,143.4 | 0% | 7.210 | 0% | 0.010 | -0.60% | +24.26% | 47,535.8 | Waste Management | |
EQIX
PUT
| Equinix Inc | 4,618 | 3,096.0 | 0% | 7.110 | 0% | 0.000 | +12.44% | +23.56% | 94,104.9 | REITs | |
CLH
PUT
| Clean Harbors Inc | 14,086 | 2,930.4 | 0% | 6.730 | 0% | 0.030 | +1.44% | +41.81% | 13,339.0 | Waste Management | |
JNJ
PUT
| Johnson & Johnson | 23,120 | 2,816.0 | 0% | 6.460 | 0% | 0.000 | -10.94% | -3.75% | 352,090.8 | Drug Manufacturers | |
MTH
PUT
| Meritage Homes Corp | 15,805 | 2,680.6 | 0% | 6.150 | 0% | 0.040 | -12.50% | +3.18% | 6,420.1 | Homebuilding & Construction | |
LGIH
PUT
| LGI Homes Inc | 26,724 | 2,619.7 | 0% | 6.010 | 0% | 0.110 | -10.55% | -23.11% | 2,407.5 | Homebuilding & Construction | |
SPGI
PUT
| S&P Global Inc | 5,999 | 2,329.3 | 0% | 5.350 | 0% | 0.000 | -1.09% | +17.33% | 159,143.6 | Capital Markets |
Fulcrum Asset Management LLP's Historical Top Holdings Breakdowns
Fulcrum Asset Management LLP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
RSG | Republic Services Inc | 2024-06-30 | Sold Out | -3.59% | 181.59 ($188.69) 194.82 | $210.13 | 11.36% | Sold Out | 0 | -93,934 | |
WM | Waste Management Inc | 2024-06-30 | Sold Out | -2.97% | 200.55 ($207.87) 213.34 | $214.45 | 3.17% | Sold Out | 0 | -65,043 | |
UNP | Union Pacific Corp | 2024-06-30 | Sold Out | -2.38% | 221.38 ($234.37) 247.4 | $233.71 | -0.28% | Sold Out | 0 | -30,469 | |
DAR | Darling Ingredients Inc | 2024-06-30 | Sold Out | -2.20% | 34.5 ($41.47) 47.78 | $35.49 | -14.42% | Sold Out | 0 | -94,476 | |
CLH | Clean Harbors Inc | 2024-06-30 | Sold Out | -2.11% | 189.45 ($209.64) 228.93 | $247.48 | 18.05% | Sold Out | 0 | -65,401 | |
AMZN | Amazon.com Inc | 2024-06-30 | Sold Out | -1.96% | 173.67 ($183.7) 197.85 | $228.97 | 24.64% | Sold Out | 0 | -43,820 | |
GOOGL | Alphabet Inc | 2024-06-30 | Sold Out | -1.77% | 150.53 ($168.57) 185.41 | $191.96 | 13.88% | Sold Out | 0 | -46,720 | |
CP | Canadian Pacific Kansas City Ltd | 2024-06-30 | Sold Out | -1.72% | 76.19 ($81.38) 89.24 | $74.66 | -8.26% | Sold Out | 0 | -71,947 | |
NVDA | NVIDIA Corp | 2024-06-30 | Sold Out | -1.50% | 76.2 ($101.1) 135.58 | $137.34 | 35.85% | Sold Out | 0 | -200,550 | |
IDXX | IDEXX Laboratories Inc | 2024-06-30 | Sold Out | -1.48% | 468.04 ($502.03) 548.53 | $437.18 | -12.92% | Sold Out | 0 | -9,337 |
Fulcrum Asset Management LLP Total Holding History ($B)
Fulcrum Asset Management LLP's Asset Allocation
Fulcrum Asset Management LLP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Fulcrum Asset Management LLP's Hypothetical Growth since 2024-09-30
Fulcrum Asset Management LLP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Fulcrum Asset Management LLP News
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