Equal-WT
WhaleScore 2.0
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DE Burlo Group is based out of Boston. DE Burlo Group is a large advisory firm with 105 clients and discretionary assets under management (AUM) of $830,780,000 (Form ADV from 2023-03-31). Their last reported 13F filing for Q4 2023 included $575,589,967 in managed 13F securities
and a top 10 holdings concentration of 44.56%. DE Burlo Group's largest holding is Apple Inc with shares held of 174,336. Whalewisdom has at least 102 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|
2023-12-31
Top Sells (13F)
Name | % Change |
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2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
AAPL Apple Inc | 5.19% |
LLY Lilly (Eli) & Co. | 4.99% |
V VISA Inc | 4.8% |
MSFT Microsoft Corp. | 4.69% |
AMZN Amazon.com Inc. | 4.51% |
2023-12-31
13F Activity
Market Value | $0.58b, Prior: $0.58b |
New Purchases | 0 stocks |
Added To | 0 stocks |
Sold out of | 0 stocks |
Reduced holdings in | 1 stocks |
Top 10 Holdings % | 44.56% |
Turnover %[1] | 0% |
Turnover Alt %[2] | 0% |
Time Held Top 20 | 4.2 quarters |
Time Held Top 10 | 3.8 quarters |
Time Held All | 26.41 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31