Drummond Knight Asset Management Pty LTD Portfolio Holdings by Sector

Drummond Knight Asset Management Pty LTD

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Aluminum \| Basic Materials AA CENX 2 stocks	$68.6 Million 23.11% of portfolio	2	-	1	-	0 Calls 0 Puts
Copper \| Basic Materials FCX 1 stocks	$66.7 Million 22.47% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials DD 1 stocks	$48.5 Million 16.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$25.9 Million 8.72% of portfolio	-	1	-	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials CTVA 1 stocks	$25.7 Million 8.66% of portfolio	1	-	1	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials TECK 1 stocks	$21.4 Million 7.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials MLM 1 stocks	$19.9 Million 6.71% of portfolio	1	-	1	-	0 Calls 0 Puts
Steel \| Basic Materials CMC 1 stocks	$14.9 Million 5.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Uranium \| Energy NXE 1 stocks	$5.33 Million 1.79% of portfolio	1	-	-	-	0 Calls 0 Puts

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