Every new filing from a star fund and every allocation update from a classic strategy, in time order.
At a glanceThe book leans financials (~93%); Top-5 holdings ~100% — highly concentrated.
At a glanceThe book leans technology (~85%); technology down 10 pp from last quarter; Top-5 holdings ~91% — highly concentrated; The book tilts toward last year's strongest performers.
At a glanceThe book leans technology (~42%); utilities up 5 pp from last quarter; Top-5 holdings ~40% — fairly concentrated, concentration up from last quarter.
At a glanceThe book leans healthcare (~42%); consumer discretionary down 15 pp from last quarter; Top-5 holdings ~54% — fairly concentrated, concentration up from last quarter; The book tilts toward last year's strongest performers.
At a glanceThe book leans technology (~70%); financials down 12.4 pp from last quarter; Top-5 holdings ~85% — highly concentrated, concentration down from last quarter; The book tilts toward last year's strongest performers.
At a glanceThe book leans technology (~49%); technology down 19.4 pp from last quarter; Top-5 holdings ~84% — highly concentrated, concentration down from last quarter; The book tilts toward last year's laggards.
At a glanceThe book leans consumer discretionary (~30%); industrials down 5.8 pp from last quarter; Top-5 holdings ~78% — highly concentrated, concentration up from last quarter; The book tilts toward last year's laggards.
At a glanceTop-5 holdings ~55% — fairly concentrated; The book tilts toward last year's strongest performers.
At a glanceThe book leans technology (~73%); Top-5 holdings ~51% — fairly concentrated, concentration up from last quarter; The book tilts toward last year's strongest performers.
At a glanceThe book leans technology (~31%); financials down 4.8 pp from last quarter; Top-5 holdings ~71% — highly concentrated, concentration down from last quarter.
At a glanceThe book leans technology (~47%); communications & media down 21.3 pp from last quarter; Top-5 holdings ~92% — highly concentrated; The book tilts toward last year's strongest performers.
At a glanceThe book leans energy (~68%); utilities down 5.5 pp from last quarter; Top-5 holdings ~92% — highly concentrated, concentration up from last quarter.
At a glanceThe book leans industrials (~44%); technology up 3 pp from last quarter; Top-5 holdings ~100% — highly concentrated; The book tilts toward last year's laggards.
At a glanceTop-5 holdings ~39% — relatively diversified; The book tilts toward last year's strongest performers.
At a glanceThe book leans technology (~46%); communications & media down 3.6 pp from last quarter; Top-5 holdings ~33% — relatively diversified; The book tilts toward last year's strongest performers.
At a glanceTop-5 holdings ~46% — fairly concentrated; The book tilts toward last year's strongest performers.
At a glanceThe book leans technology (~81%); technology down 7 pp from last quarter; Top-5 holdings ~63% — highly concentrated, concentration down from last quarter; The book tilts toward last year's strongest performers.
At a glanceThe book leans healthcare (~43%); materials down 25 pp from last quarter; Top-5 holdings ~100% — highly concentrated; The book tilts toward last year's laggards.