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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Institutional Investor • M&G Investment
Value
$0M
Stocks
49 Stocks
Turnover
0.0%
Top Holdings
FERG(30.27%) DEC(16.43%) BUR(8.33%) MSFT(4.13%) AVGO(3.38%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| FERG | None | Ferguson Enterprises Inc | Industrials | $6374.6M | 0 | 30.3% | 0 | No Change |
| DEC | None | Diversified Energy Company PLC | General | $3459.4M | 0 | 16.4% | 0 | No Change |
| BUR | None | Burford Capital | Financials | $1753.4M | 0 | 8.3% | 0 | No Change |
| MSFT | None | Microsoft Corporation | Information Technology | $868.9M | 0 | 4.1% | 0 | No Change |
| AVGO | None | Broadcom Inc. | Information Technology | $712.2M | 0 | 3.4% | 0 | No Change |
| MEOH.TO | None | Methanex Corp | Industrials | $616.3M | 0 | 2.9% | 0 | -99.9% |
| BMY | None | Bristol-Meyers Squibb | Health Care | $366.5M | 0 | 1.7% | 0 | No Change |
| GOOG | None | Alphabet Inc. | Communication Services | $329.9M | 0 | 1.6% | 0 | No Change |
| V | None | Visa Inc. | Financials | $325.0M | 0 | 1.5% | 0 | No Change |
| MDT | None | Medtronic | Health Care | $267.9M | 0 | 1.3% | 0 | No Change |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent buys. | ||||
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| IDCCInterDigital | $2012.8M | -100.0% | 0.0% | Sold Out |
| MEOH.TOMethanex Corp | $616.3M | -99.9% | 2.9% | Decreased |
| MEOHMethanex Corp. | $616.3M | -100.0% | 0.0% | Sold Out |
| GOOGLAlphabet Inc. | $329.9M | -100.0% | 0.0% | Sold Out |
| NEENextEra Energy, Inc. | $264.5M | -100.0% | 0.0% | Sold Out |
| COKECoca Cola Consolidated | $214.4M | -100.0% | 0.0% | Sold Out |
| BLKBlackRock | $187.0M | -100.0% | 0.0% | Sold Out |
| AESCAES CORP | $132.8M | -100.0% | 0.0% | Sold Out |
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| Industrials | 5 | $7370.0M | 35.0% |
| General | 7 | $4403.1M | 20.9% |
| Financials | 7 | $2697.6M | 12.8% |
| Information Technology | 5 | $2076.8M | 9.9% |
| Health Care | 5 | $1237.0M | 5.9% |
| Real Estate | 5 | $938.9M | 4.5% |
| Consumer Discretionary | 3 | $583.7M | 2.8% |
| Communication Services | 2 | $428.8M | 2.0% |
| Utilities | 4 | $410.2M | 1.9% |
| Consumer Staples | 2 | $322.0M | 1.5% |
| Materials | 2 | $304.5M | 1.4% |
| Energy | 2 | $283.6M | 1.4% |