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Woolrich Fleece profile

Value Seeker

Woolrich Fleece

Portfolio Value
$ 107.36K
Performance
7.41%
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$397.82
+$2,355.72
+32.76%$9,547.56
Berkshire Hathaway Inc. logo
Berkshire Hathaway Inc.$BRK-B · 17 shares
$504.04$482.38
-$368.22
-4.30%$8,200.46
BlackRock, Inc. logo
BlackRock, Inc.$BLK · 7 shares
$1,014.72$1,107.25
+$647.71
+9.12%$7,750.75
Exxon Mobil Corporation logo
Exxon Mobil Corporation$XOM · 46 shares
$117.08$151.67
+$1,590.91
+29.54%$6,976.59
Johnson & Johnson logo
Johnson & Johnson$JNJ · 30 shares
$203.90$230.35
+$793.50
+12.97%$6,910.50
Merck & Co., Inc. logo
Merck & Co., Inc.$MRK · 56 shares
$97.76$113.46
+$879.20
+16.06%$6,353.76
Microsoft Corporation logo
Microsoft Corporation$MSFT · 15 shares
$472.12$409.36
-$941.40
-13.29%$6,140.40
UnitedHealth Group Incorporated logo
UnitedHealth Group Incorporated$UNH · 15 shares
$319.97$397.66
+$1,165.35
+24.28%$5,964.90
QUALCOMM Incorporated logo
QUALCOMM Incorporated$QCOM · 26 shares
$163.30$203.00
+$1,032.20
+24.31%$5,278.00
Colgate-Palmolive Company logo
Colgate-Palmolive Company$CL · 59 shares
$80.93$89.07
+$480.26
+10.06%$5,255.13

Breakdown

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Sectors

Financial Services

24.19 %

Healthcare

20.91 %

Consumer Defensive

15.92 %

Energy

10.77 %

Technology

10.64 %

Communication Services

8.89 %

Consumer Cyclical

5.15 %

Real Estate

3.52 %

8
Sectors

Recent Transactions

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Latest Letters

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