Wiley Bros. Aintree Capital, LLC Portfolio Holdings
Wiley Bros. Aintree Capital, LLC
- $5.07 Billion
- Q3 2024
Wiley Bros. Aintree Capital, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $5.07 Billion distributed in 1390 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $214M, Microsoft Corp with a value of $189M, Ishares Core S&P 500 ETF with a value of $156M, Ishares Core S&P Mid Cap ETF with a value of $150M, and Ishares Core U.S. Aggregate Bo with a value of $102M.
Examining the 13F form we can see an increase of $2.81B in the current position value, from $2.26B to 5.07B.
Below you can find more details about Wiley Bros. Aintree Capital, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$5.07 Billion
ETFs: $2.07 Billion
Technology: $832 Million
Financial Services: $429 Million
Healthcare: $362 Million
Industrials: $340 Million
Consumer Cyclical: $283 Million
Consumer Defensive: $223 Million
Communication Services: $166 Million
Other: $357 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 1,390
- Current Value $5.07 Billion
- Prior Value $2.26 Billion
- Filing
- Period Q3 2024
- Filing Date November 14, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 490 stocks
- Additional Purchases 782 stocks
- Sold out of 0 stocks
- Reduced holdings in 107 stocks