Wilbur Ross

Wilbur Ross

Last Update: 08-14-2018

Number of Stocks: 8
Number of New Stocks: 5

Total Value: $283 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: 2018-06-30
Number of Stocks: 8
Total value: 283 Mil
Number of New Buys: 5
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Industrials 97.8% 97.8%
Technology 1.3% 1.3% 9.58702064897% 1.3%
Healthcare 0.9% 0.9% -0.2% 1.47492625369% 0.737463126844% 0.1%
ETF, options, preferred 0% 0%
Energy 0% 0% -0.2% 1.47492625369%

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Ticker Company Industry Market Cap ($ Mil) Shares Value ($1000) % Weighting as of
Share # Change
from Last Period
Trade Impact (%) % of Shares Outstanding 3M Change(%) YTD Change(%)
MDB MongoDB IncApplication Software3,27854,1452,6870.95%New Buy+0.95%0.11+56.06%+118.16%
SPOT Spotify Technology SAOnline Media33,8653,4095740.2%New Buy+0.2%0.00+18.65%
FSCT ForeScout Technologies IncApplication Software1,3736,6472280.08%New Buy+0.08%0.02+5.70%+2.88%
CLDR Cloudera IncApplication Software2,01415,0642050.07%New Buy+0.07%0.01-14.26%-17.74%
DPLO Diplomat Pharmacy IncDrug Manufacturers1,4176,9651780.06%New Buy+0.06%0.01-24.43%-5.08%
NVGS Navigator Holdings LtdTransportation & Logistics67321,863,874276,57897.79%0039.28+9.01%+22.84%
XCOOQ EXCO Resources IncOil & Gas - E&P21,397,621980.03%-48.26%-0.17%6.46-64.46%+104.76%
XENE Xenon Pharmaceuticals IncBiotechnology221248,8232,2890.81%-27.22%-0.18%1.29+77.52%+305.31%
Premium Portfolio changes after 2018-06-30 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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