Equal-WT
WhaleScore 2.0
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Consulta LTD is based out of London. Consulta LTD is a registered investment advisory firm Their last reported 13F filing for Q4 2023 included $1,518,695,130 in managed 13F securities
and a top 10 holdings concentration of 83.74%. Consulta LTD's largest holding is Alphabet Inc. Class A with shares held of 1,250,000. Whalewisdom has at least 57 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
SBUX Starbucks Corp. | 3.16% |
HCA HCA Healthcare Inc | 2.73% |
TMO Thermo Fisher Scient | 1.64% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
UNH UnitedHealth Group I | 3.18% |
DHR Danaher Corp. | 1.3% |
V VISA Inc | 1.28% |
JPM JPMorgan Chase & Co. | 1.09% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
GOOGL Alphabet Inc. Class | 11.5% |
UNH UnitedHealth Group I | 10.4% |
V VISA Inc | 10.29% |
HCA HCA Healthcare Inc | 8.91% |
CMCSA Comcast Corp. Class | 7.94% |
2023-12-31
13F Activity
Market Value | $1.52b, Prior: $1.39b |
New Purchases | 1 stocks |
Added To | 2 stocks |
Sold out of | 0 stocks |
Reduced holdings in | 4 stocks |
Top 10 Holdings % | 83.74% |
Turnover %[1] | 7.14% |
Turnover Alt %[2] | 5.44% |
Time Held Top 20 | 11.5 quarters |
Time Held Top 10 | 9.7 quarters |
Time Held All | 11.5 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