Harry Burn - Sound Shore Management Portfolio Allocation (Mar 31, 2026)
As of Mar 31, 2026, the Sound Shore Management portfolio managed by Harry Burn was diversified across 10 sectors, according to the most recent SEC 13F filing dated May 07, 2026. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.
The Healthcare sector represents the largest share at 19.0% of total portfolio value, followed by Healthcare and ETF and Industrials. Together, the top three sectors account for 45.1% of the portfolio, reflecting Harry Burn's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.
| Sector | Percentage of portfolio (%) |
|---|---|
| Healthcare | 18.99% |
| ETF | 13.96% |
| Industrials | 12.19% |
| Financial Services | 11.92% |
| Technology | 10.02% |
| Energy | 10.00% |
| Consumer Cyclical | 7.74% |
| Communication Services | 7.72% |
| Utilities | 5.09% |
| Consumer Defensive | 2.36% |