Burns J W & CO Inc Portfolio Holdings
Burns J W & CO Inc
- $767 Million
- Q3 2024
Burns J W & CO Inc has filed its 13F form on October 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $767 Million distributed in 186 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $77.4M, Microsoft Corp with a value of $58M, Visa Inc. with a value of $32.4M, Amazon Com Inc with a value of $25.2M, and Alphabet Inc. with a value of $23.4M.
Examining the 13F form we can see an increase of $26.4M in the current position value, from $740M to 767M.
Below you can find more details about Burns J W & CO Inc portfolio as well as his latest detailed transactions.
Portfolio value
$767 Million
Technology: $168 Million
ETFs: $160 Million
Financial Services: $90.2 Million
Healthcare: $87.1 Million
Consumer Cyclical: $69 Million
Consumer Defensive: $58.9 Million
Industrials: $58.5 Million
Communication Services: $53.8 Million
Other: $21.1 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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