Equal-WT
WhaleScore 2.0
?
Sanders Capital is based out of West Palm Beach. Sanders Capital is a hedge fund with 89 clients and discretionary assets under management (AUM) of $61,660,253,000 (Form ADV from 2023-10-27). Their last reported 13F filing for Q4 2023 included $54,107,307,465 in managed 13F securities
and a top 10 holdings concentration of 63.16%. Sanders Capital's largest holding is Meta Platforms Inc with shares held of 14,569,705. Whalewisdom has at least 135 13F filings, and 17 13G filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
HUM Humana, Inc. | 0.9% |
TSM Taiwan Semiconductor | 0.66% |
MSFT Microsoft Corp. | 0.55% |
META Meta Platforms Inc | 0.51% |
MU Micron Technology, I | 0.39% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
UNH UnitedHealth Group I | 1.3% |
NVS Novartis AG ADS | 0.22% |
VEU VANGUARD FTSE ALL-WO | 0.09% |
NVDA NVIDIA Corp. | 0.04% |
APTV Aptiv PLC | 0.04% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
META Meta Platforms Inc | 9.53% |
MSFT Microsoft Corp. | 8.98% |
TSM Taiwan Semiconductor | 8.56% |
GOOG Alphabet Inc. Class | 7.44% |
AAPL Apple Inc | 6.4% |
2023-12-31
13F Activity
Market Value | $54.1b, Prior: $47.3b |
New Purchases | 2 stocks |
Added To | 29 stocks |
Sold out of | 2 stocks |
Reduced holdings in | 12 stocks |
Top 10 Holdings % | 63.16% |
Turnover %[1] | 9.09% |
Turnover Alt %[2] | 0.98% |
Time Held Top 20 | 19.75 quarters |
Time Held Top 10 | 19.4 quarters |
Time Held All | 23.25 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