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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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Value
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5
0
0
0
1
0
4
2
1
Donald MorganHM-KEY
CALEDONIA INVESTMENTS PLC
Time Period2018-06-30

Total Holdings13

Total Value ($x1000)368,118

Investment StyleBlend

Activities
New0

Increased5

Unchanged6

Decreased2

Sold Out0

Top 10 Stock Holdingstotal 87.66%
MSFT14.11

ORCL10.32

BDX10.27

PM9.76

TMO9.5

 
FLS8.99

CHTR8.2

WSO7.6

WAT4.73

PFE4.18

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SEC 13F
Filing
Detail
Sort:
MSFT
14.11%
COM
ORCL
10.32%
COM
BDX
10.27%
COM
PM
9.76%
COM
TMO
9.5%
COM
FLS
8.99%
COM
CHTR
8.2%
CL A
WSO
7.6%
COM
WAT
4.73%
COM
PFE
4.18%
COM
MO
4.17%
COM
ECL
4.16%
COM
T
4%
COM