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Scott Investment Partners LLP13F | |
| Scott Investment Partners LLP | |
| Last update 2023-11-03 | 43 Stocks (0 new) |
| Value $44.00 Mil | Turnover 2 % |
Scott Investment Partners LLP Top Holdings of 2023-09-30
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XOM | Exxon Mobil Corp | 18,200 | 2,140.0 | 0% | 4.910 | 0% | 0.000 | +1.14% | +2.74% | 467,768.2 | Oil & Gas | |
MSFT | Microsoft Corp | 6,700 | 2,120.0 | 0% | 4.870 | 0% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
UNH | UnitedHealth Group Inc | 3,500 | 1,770.0 | 0% | 4.060 | 0% | 0.000 | -32.78% | -42.99% | 258,653.0 | Healthcare Plans | |
EOG | EOG Resources Inc | 12,700 | 1,610.0 | 0% | 3.700 | 0% | 0.000 | +6.81% | -1.41% | 64,364.7 | Oil & Gas | |
TJX | TJX Companies Inc | 16,500 | 1,470.0 | 0% | 3.370 | 0% | 0.000 | +0.24% | +4.62% | 140,121.3 | Retail - Cyclical | |
FAST | Fastenal Co | 46,800 | 1,280.0 | 0% | 2.940 | 0% | 0.000 | +16.24% | +32.41% | 54,030.7 | Industrial Distribution | |
BKNG | Booking Holdings Inc | 400 | 1,230.0 | 0% | 2.820 | 0% | 0.000 | +25.82% | +16.68% | 187,937.7 | Travel & Leisure | |
APH | Amphenol Corp | 28,800 | 1,210.0 | 0% | 2.780 | 0% | 0.000 | +55.07% | +47.19% | 123,113.0 | Hardware | |
ULTA | Ulta Beauty Inc | 3,000 | 1,200.0 | 0% | 2.750 | 0% | 0.010 | +32.76% | +15.59% | 22,596.0 | Retail - Cyclical | |
LIN | Linde PLC | 3,100 | 1,150.0 | 0% | 2.640 | 0% | 0.000 | +4.16% | +13.48% | 222,191.4 | Chemicals |
Scott Investment Partners LLP's Historical Top Holdings Breakdowns
Scott Investment Partners 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
EL | The Estee Lauder Companies Inc | 2023-09-30 | Add Add | +1.40% | 139.62 ($167.13) 198 | $89.00 | -46.75% | Add 233.33% | 6,000 | 4,200 | |
HSIC | Henry Schein Inc | 2023-09-30 | Add Add | +0.55% | 73.11 ($77.06) 82.07 | $72.20 | -6.31% | Add 35.56% | 12,200 | 3,200 | |
LHX | L3Harris Technologies Inc | 2023-09-30 | Add Add | +0.52% | 167.94 ($184.05) 202.56 | $264.42 | 43.67% | Add 30.95% | 5,500 | 1,300 |
Scott Investment Partners LLP Total Holding History ($B)
Scott Investment Partners LLP's Asset Allocation
Scott Investment Partners LLP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Scott Investment Partners LLP's Hypothetical Growth since 2023-09-30
Scott Investment Partners LLP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Scott Investment Partners LLP's Holdings Heat Map
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Scott Investment Partners LLP's Holdings Bubble Chart
Scott Investment Partners LLP News
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