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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.
Style
Market Cap
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Value
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Growth
3
0
0
0
1
0
5
2
1
Donald MorganHM-KEY
CALEDONIA INVESTMENTS PLC
Time Period2019-03-31

Total Holdings12

Total Value ($x1000)348,702

Investment StyleBlend

Activities
New0

Increased0

Unchanged10

Decreased2

Sold Out0

Top 10 Stock Holdingstotal 94.32%
MSFT16.13

ORCL11.76

TMO11.69

BDX11.3

CHTR10.25

 
WAT9.17

WSO6.45

PM6.36

TXN5.69

ECL5.52

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SEC 13F
Filing
Detail
Sort:
MSFT
16.13%
COM
ORCL
11.76%
COM
TMO
11.69%
COM
BDX
11.3%
COM
CHTR
10.25%
CL A
WAT
9.17%
COM
WSO
6.45%
COM
PM
6.36%
COM
TXN
5.69%
COM
ECL
5.52%
COM
PFE
4.43%
COM
FLS
1.26%
COM