FA
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Fulcrum Asset Management LLP13F | |
| Fulcrum Asset Management LLP | |
| Last update 2024-10-15 | 19 Stocks (0 new) |
| Value $44.00 Mil | Turnover 0 % |
| Portfolio Report | |
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 | 7546.430 | 0% | 17.320 | 0% | 0.160 | +5.36% | +32.66% | 6014.894 | Homebuilding & Construction | |
INVH
PUT
| Invitation Homes Inc | 118,609 | 3458.490 | 0% | 7.940 | 0% | 0.020 | -6.21% | -3.12% | 19762.653 | REITs | |
SLB
PUT
| Schlumberger Ltd | 106,295 | 3457.030 | 0% | 7.930 | 0% | 0.010 | -6.75% | -20.62% | 57262.857 | Oil & Gas | |
WCN
PUT
| Waste Connections Inc | 24,040 | 3143.400 | 0% | 7.210 | 0% | 0.010 | +1.51% | +20.37% | 46127.104 | Waste Management | |
EQIX
PUT
| Equinix Inc | 4,618 | 3095.990 | 0% | 7.110 | 0% | 0.000 | +18.93% | +14.61% | 87706.797 | REITs | |
CLH
PUT
| Clean Harbors Inc | 14,086 | 2930.370 | 0% | 6.730 | 0% | 0.030 | +6.19% | +38.22% | 13000.464 | Waste Management | |
JNJ
PUT
| Johnson & Johnson | 23,120 | 2815.990 | 0% | 6.460 | 0% | 0.000 | -1.05% | +3.40% | 381247.098 | Drug Manufacturers | |
MTH
PUT
| Meritage Homes Corp | 15,805 | 2680.630 | 0% | 6.150 | 0% | 0.040 | +5.21% | +10.94% | 6902.706 | Homebuilding & Construction | |
LGIH
PUT
| LGI Homes Inc | 26,724 | 2619.720 | 0% | 6.010 | 0% | 0.110 | +9.27% | -16.52% | 2612.291 | Homebuilding & Construction | |
SPGI
PUT
| S&P Global Inc | 5,999 | 2329.290 | 0% | 5.350 | 0% | 0.000 | +3.94% | +11.84% | 151957.013 | 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 | $202.14 | 7.13% | Sold Out | 0 | -93,934 | |
WM | Waste Management Inc | 2024-06-30 | Sold Out | -2.97% | 200.55 ($207.87) 213.34 | $215.88 | 3.85% | Sold Out | 0 | -65,043 | |
UNP | Union Pacific Corp | 2024-06-30 | Sold Out | -2.38% | 221.38 ($234.37) 247.4 | $233.87 | -0.21% | Sold Out | 0 | -30,469 | |
DAR | Darling Ingredients Inc | 2024-06-30 | Sold Out | -2.20% | 34.5 ($41.47) 47.78 | $40.03 | -3.47% | Sold Out | 0 | -94,476 | |
CLH | Clean Harbors Inc | 2024-06-30 | Sold Out | -2.11% | 189.45 ($209.64) 228.93 | $241.20 | 15.05% | Sold Out | 0 | -65,401 | |
AMZN | Amazon.com Inc | 2024-06-30 | Sold Out | -1.96% | 173.67 ($183.7) 197.85 | $199.50 | 8.60% | Sold Out | 0 | -43,820 | |
GOOGL | Alphabet Inc | 2024-06-30 | Sold Out | -1.77% | 150.53 ($168.57) 185.41 | $169.74 | 0.69% | Sold Out | 0 | -46,720 | |
CP | Canadian Pacific Kansas City Ltd | 2024-06-30 | Sold Out | -1.72% | 76.19 ($81.38) 89.24 | $79.33 | -2.52% | Sold Out | 0 | -71,947 | |
NVDA | NVIDIA Corp | 2024-06-30 | Sold Out | -1.50% | 76.2 ($101.1) 135.58 | $139.91 | 38.39% | Sold Out | 0 | -200,550 | |
IDXX | IDEXX Laboratories Inc | 2024-06-30 | Sold Out | -1.48% | 468.04 ($502.03) 548.53 | $415.98 | -17.14% | Sold Out | 0 | -9,337 |
Fulcrum Asset Management LLP Total Holding History ($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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