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Woolrich Fleece profile

Value Seeker

Woolrich Fleece

Portfolio Value
$ 107.25K
Performance
7.30%
Strategy
Value Investing
Looks for high-quality businesses with strong moats, solid margins and consistent free-cash-flow generation. Waits for moments when sentiment or short-term noise push valuations below long-term intrin...
Quality ValueMoatsGARPDownside ProtectionFundamentals Driven
Disclaimer: The information provided by this expert is for informational purposes only and does not constitute investment advice or a recommendation to buy, sell, or hold any security. Always conduct your own research before making investment decisions.

Performance

Top Holdings

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Details
Alphabet Inc. logo
Alphabet Inc.$GOOGL · 24 shares
$299.66$401.09
+$2,434.32
+33.85%$9,626.16
Berkshire Hathaway Inc. logo
Berkshire Hathaway Inc.$BRK-B · 17 shares
$504.04$484.20
-$337.28
-3.94%$8,231.40
BlackRock, Inc. logo
BlackRock, Inc.$BLK · 7 shares
$1,014.72$1,104.65
+$629.51
+8.86%$7,732.55
Exxon Mobil Corporation logo
Exxon Mobil Corporation$XOM · 46 shares
$117.08$152.75
+$1,640.82
+30.47%$7,026.50
Johnson & Johnson logo
Johnson & Johnson$JNJ · 30 shares
$203.90$230.82
+$807.60
+13.20%$6,924.60
Merck & Co., Inc. logo
Merck & Co., Inc.$MRK · 56 shares
$97.76$113.42
+$876.96
+16.02%$6,351.52
Microsoft Corporation logo
Microsoft Corporation$MSFT · 15 shares
$472.12$409.45
-$940.05
-13.27%$6,141.75
UnitedHealth Group Incorporated logo
UnitedHealth Group Incorporated$UNH · 15 shares
$319.97$399.23
+$1,188.90
+24.77%$5,988.45
Colgate-Palmolive Company logo
Colgate-Palmolive Company$CL · 59 shares
$80.93$88.84
+$466.69
+9.77%$5,241.56
QUALCOMM Incorporated logo
QUALCOMM Incorporated$QCOM · 26 shares
$163.30$199.94
+$952.64
+22.44%$5,198.44

Breakdown

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Sectors

Financial Services

24.18 %

Healthcare

20.98 %

Consumer Defensive

15.82 %

Energy

10.86 %

Technology

10.57 %

Communication Services

8.98 %

Consumer Cyclical

5.11 %

Real Estate

3.51 %

8
Sectors

Recent Transactions

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Latest Letters

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