Equal-WT
WhaleScore 2.0
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Spears Abacus Advisors is based out of New York. Spears Abacus Advisors is a large advisory firm with 2321 clients and discretionary assets under management (AUM) of $5,802,100,000 (Form ADV from 2024-01-26). Their last reported 13F filing for Q4 2023 included $1,255,948,520 in managed 13F securities
and a top 10 holdings concentration of 46.31%. Spears Abacus Advisors's largest holding is Microsoft Corp. with shares held of 346,675. Whalewisdom has at least 65 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
AAPL Apple Inc | 0.3% |
VLTO Veralto Corp | 0.29% |
ICE Intercontinental Exc | 0.28% |
QSR Restaurant Brands In | 0.22% |
PLD ProLogis, Inc. | 0.21% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
VMW Vmware Inc | 0.94% |
ADSK Autodesk, Inc. | 0.69% |
FNV Franco-Nevada Corp | 0.42% |
DHR Danaher Corp. | 0.39% |
APTV Aptiv PLC | 0.23% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
MSFT Microsoft Corp. | 10.38% |
AAPL Apple Inc | 6.97% |
TMO Thermo Fisher Scient | 4.57% |
ORCL Oracle Corp | 3.98% |
CB Chubb Limited | 3.81% |
2023-12-31
13F Activity
Market Value | $1.26b, Prior: $1.17b |
New Purchases | 20 stocks |
Added To | 60 stocks |
Sold out of | 11 stocks |
Reduced holdings in | 63 stocks |
Top 10 Holdings % | 46.31% |
Turnover %[1] | 14.49% |
Turnover Alt %[2] | 2.1% |
Time Held Top 20 | 27.3 quarters |
Time Held Top 10 | 19.7 quarters |
Time Held All | 24.05 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