Stelac Advisory Services LLC recently filed their 13F report for the third quarter of 2022, which ended on 2022-09-30.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
654 Madison Avenue New York, NY 10065
As of the latest 13F report, the guru’s equity portfolio contained 158 stocks valued at a total of $220.00Mil. The top holdings were SPY(8.06%), PLD(5.15%), and VGK(4.78%).
According to GuruFocus data, these were Stelac Advisory Services LLC’s top five trades of the quarter.
SPDR Homebuilders ETF
The guru sold out of their 167,400-share investment in ARCA:XHB. Previously, the stock had a 3.68% weight in the equity portfolio. Shares traded for an average price of $60.51 during the quarter.
On 11/15/2022, SPDR Homebuilders ETF traded for a price of $61.02 per share and a market cap of $851.23Mil. The stock has returned -25.32% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, SPDR Homebuilders ETF has a price-earnings ratio of 8.46 and a price-book ratio of 2.01.
Advanced Micro Devices Inc
The guru sold out of their 61,120-share investment in NAS:AMD. Previously, the stock had a 1.88% weight in the equity portfolio. Shares traded for an average price of $85.15 during the quarter.
On 11/15/2022, Advanced Micro Devices Inc traded for a price of $73.53 per share and a market cap of $118.56Bil. The stock has returned -50.28% over the past year.
GuruFocus gives the company a financial strength rating of 9 out of 10 and a profitability rating of 6 out of 10.
In terms of valuation, Advanced Micro Devices Inc has a price-earnings ratio of 44.03, a price-book ratio of 2.17, a EV-to-Ebitda ratio of 19.82 and a price-sales ratio of 4.75.
The price-to-GF Value ratio is 0.53, earning the stock a GF Value rank of 8.
Salesforce Inc
The guru established a new position worth 13,051 shares in NYSE:CRM, giving the stock a 0.85% weight in the equity portfolio. Shares traded for an average price of $169.57 during the quarter.
On 11/15/2022, Salesforce Inc traded for a price of $158.66 per share and a market cap of $158.66Bil. The stock has returned -48.26% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 7 out of 10.
In terms of valuation, Salesforce Inc has a price-earnings ratio of 293.81, a price-book ratio of 2.64, a price-earnings-to-growth (PEG) ratio of 11.00, a EV-to-Ebitda ratio of 41.78 and a price-sales ratio of 5.42.
The price-to-GF Value ratio is 0.56, earning the stock a GF Value rank of 8.
Arthur J. Gallagher & Co
The guru established a new position worth 3,599 shares in NYSE:AJG, giving the stock a 0.28% weight in the equity portfolio. Shares traded for an average price of $177.51 during the quarter.
On 11/15/2022, Arthur J. Gallagher & Co traded for a price of $185.77 per share and a market cap of $39.17Bil. The stock has returned 13.30% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Arthur J. Gallagher & Co has a price-earnings ratio of 36.57, a price-book ratio of 4.57, a price-earnings-to-growth (PEG) ratio of 2.36, a EV-to-Ebitda ratio of 20.75 and a price-sales ratio of 4.68.
The price-to-GF Value ratio is 1.25, earning the stock a GF Value rank of 1.
Amazon.com Inc
During the quarter, Stelac Advisory Services LLC bought 4,860 shares of NAS:AMZN for a total holding of 65,760. The trade had a 0.25% impact on the equity portfolio. During the quarter, the stock traded for an average price of $126.4.
On 11/15/2022, Amazon.com Inc traded for a price of $98.49 per share and a market cap of $1,004.76Bil. The stock has returned -44.12% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, Amazon.com Inc has a price-earnings ratio of 90.36, a price-book ratio of 7.31, a price-earnings-to-growth (PEG) ratio of 2.16, a EV-to-Ebitda ratio of 21.66 and a price-sales ratio of 2.03.
The price-to-GF Value ratio is 0.51, earning the stock a GF Value rank of 8.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
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