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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 • Distillate Capital International
Value
$0M
Stocks
50 Stocks
Turnover
0.0%
Top Holdings
MRK(4.07%) CRM(3.66%) CMCSA(3.43%) ABBV(3.27%) UBER(2.92%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| MRK | None | Merck | Health Care | $48.5M | 0 | 4.1% | 0 | No Change |
| CRM | None | Salesforce, Inc. | Information Technology | $43.5M | 0 | 3.7% | 0 | No Change |
| CMCSA | None | Comcast | Communication Services | $40.8M | 0 | 3.4% | 0 | No Change |
| ABBV | None | AbbVie | Health Care | $38.9M | 0 | 3.3% | 0 | No Change |
| UBER | None | Uber Technologies, Inc. | Information Technology | $34.8M | 0 | 2.9% | 0 | No Change |
| ACN | None | Accenture plc | Information Technology | $34.7M | 0 | 2.9% | 0 | No Change |
| BKNG | None | Booking Holdings | Consumer Discretionary | $30.4M | 0 | 2.6% | 0 | No Change |
| CI | None | Cigna | Health Care | $29.0M | 0 | 2.4% | 0 | No Change |
| MO | None | Altria | Consumer Staples | $28.9M | 0 | 2.4% | 0 | No Change |
| MPC | None | Marathon Petroleum Corp. | Energy | $28.3M | 0 | 2.4% | 0 | No Change |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent buys. | ||||
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent sells. | ||||
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| Health Care | 10 | $262.7M | 22.1% |
| Information Technology | 10 | $258.5M | 21.7% |
| Financials | 6 | $132.3M | 11.1% |
| Consumer Discretionary | 5 | $108.2M | 9.1% |
| Communication Services | 4 | $106.9M | 9.0% |
| Industrials | 4 | $86.8M | 7.3% |
| General | 4 | $81.1M | 6.8% |
| Energy | 3 | $69.5M | 5.8% |
| Consumer Staples | 1 | $28.9M | 2.4% |
| Technology | 1 | $18.6M | 1.6% |
| Utilities | 1 | $18.6M | 1.6% |
| Consumer Cyclical | 1 | $17.5M | 1.5% |