Portfolio Highlights: Top Holdings and Sector Concentration
Stuart Mclaughlin's portfolio features significant allocations in Technology, Communication Services, and Consumer Cyclical sectors. ASML leads with a notable increase, while TDG shows a decrease.
Portfolio Highlights: Top Holdings and Sector Concentration
Stuart Mclaughlin's investment portfolio demonstrates a strategic focus on key sectors, with significant allocations in Technology, Communication Services, and Consumer Cyclical. The portfolio's top holdings by total stock value include:
- AMAZON.COM INC (AMZN): $118,667, representing 12.93% of the portfolio.
- ASML HOLDING N V (ASML): $107,913, contributing 11.76% to the total value.
- TDG: $75,080, accounting for 8.18% of the portfolio.
- GOOG: $134,165, making up 14.62%.
- META: $74,653, representing 8.13%.
The portfolio shows a strong concentration in the Communication Services sector, with both GOOG and ASML contributing significantly to this allocation. Additionally, Stuart Mclaughlin's investments in sectors like Technology (MICROSOFT CORP) highlight a balanced approach across multiple industries.
Notable changes include a substantial increase in ASML shares by 32,170 compared to the prior period, indicating positive performance or strategic shifts. Conversely, TDG saw a decrease of 16,830 shares, suggesting potential external factors impacting its value.
Stuart Mclaughlin's investment strategy appears to focus on high-growth sectors with significant allocations in key companies. The portfolio's diversification across multiple sectors and notable holdings underscores a calculated approach to risk management and growth opportunities.