Equal-WT
WhaleScore 2.0
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Connors Investor Services is based out of Wyomissing. Connors Investor Services is a hedge fund with 613 clients and discretionary assets under management (AUM) of $1,052,513,445 (Form ADV from 2024-01-12). Their last reported 13F filing for Q4 2023 included $890,413,000 in managed 13F securities
and a top 10 holdings concentration of 29.57%. Connors Investor Services's largest holding is SPDR S&P 500 ETF TRUST with shares held of 104,766. Whalewisdom has at least 96 13F filings, and 9 13G filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
CRM Salesforce.com Inc. | 1.56% |
PWR Quanta Services, Inc | 1.43% |
WELL Welltower Inc. | 1.08% |
TGT Target Corp. | 0.94% |
NKE NIKE Inc. | 0.81% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
JNJ Johnson & Johnson Co | 1.48% |
CSCO Cisco Systems, Inc. | 1.45% |
PG Procter & Gamble Co. | 1.28% |
SWK Stanley Black & Deck | 1.24% |
ADI Analog Devices Inc | 1.17% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
SPY SPDR S&P 500 ETF TRU | 5.59% |
MSFT Microsoft Corp. | 4.26% |
AAPL Apple Inc | 3.87% |
GOOGL Alphabet Inc. Class | 2.75% |
MS Morgan Stanley | 2.46% |
2023-12-31
13F Activity
Market Value | $0.89b, Prior: $0.81b |
New Purchases | 11 stocks |
Added To | 61 stocks |
Sold out of | 8 stocks |
Reduced holdings in | 51 stocks |
Top 10 Holdings % | 29.57% |
Turnover %[1] | 12.18% |
Turnover Alt %[2] | 11.1% |
Time Held Top 20 | 13 quarters |
Time Held Top 10 | 20.2 quarters |
Time Held All | 26.13 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