Equal-WT
WhaleScore 2.0
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Asahi Life Asset Management Company ., Ltd. is based out of Tokyo. Their last reported 13F filing for Q4 2023 included $185,395,157 in managed 13F securities
and a top 10 holdings concentration of 38.32%. Asahi Life Asset Management Company ., Ltd.'s largest holding is Microsoft Corp. with shares held of 32,403. Whalewisdom has at least 21 13F filings
2023-12-31
Top Buys (13F)
| Name | % Change |
|---|---|
| NVDA NVIDIA Corp. | 0.64% |
| LLY Lilly (Eli) & Co. | 0.41% |
| TSLA Tesla Inc | 0.39% |
| ABBV AbbVie Inc | 0.38% |
| QCOM QUALCOMM Inc. | 0.37% |
2023-12-31
Top Sells (13F)
| Name | % Change |
|---|---|
| META Meta Platforms Inc | 2.06% |
| DHI D.R. Horton, Inc. | 1.94% |
| MCK McKesson Corp. | 1.81% |
| GOOGL Alphabet Inc. Class | 1.6% |
| AMZN Amazon.com Inc. | 1.5% |
2023-12-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| MSFT Microsoft Corp. | 6.57% |
| UNH UnitedHealth Group I | 5.34% |
| AAPL Apple Inc | 5.29% |
| GS Goldman Sachs Group | 3.68% |
| HD Home Depot, Inc. (Th | 3.6% |
2023-12-31
13F Activity
| Market Value | $185m, Prior: $290m |
| New Purchases | 62 stocks |
| Added To | 39 stocks |
| Sold out of | 88 stocks |
| Reduced holdings in | 55 stocks |
| Top 10 Holdings % | 38.32% |
| Turnover %[1] | 94.34% |
| Turnover Alt %[2] | 14.6% |
| Time Held Top 20 | 11.8 quarters |
| Time Held Top 10 | 12.1 quarters |
| Time Held All | 8.42 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