Fulcrum Asset Management LLP Portfolio Holdings by Sector

Fulcrum Asset Management LLP

$43.6 Billion
Q3 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Residential Construction \| Consumer Cyclical KBH MTH LGIH 3 stocks	$12.8 Million 29.48% of portfolio	3	-	-	-	0 Calls 3 Puts
Waste Management \| Industrials WCN CLH 2 stocks	$6.07 Million 13.94% of portfolio	1	1	-	-	0 Calls 2 Puts
Drug Manufacturers—General \| Healthcare JNJ BMY 2 stocks	$3.84 Million 8.8% of portfolio	-	2	-	-	0 Calls 2 Puts
REIT—Residential \| Real Estate INVH 1 stocks	$3.46 Million 7.94% of portfolio	1	-	1	-	0 Calls 1 Puts
Oil & Gas Equipment & Services \| Energy SLB 1 stocks	$3.46 Million 7.93% of portfolio	1	-	-	-	0 Calls 1 Puts
REIT—Specialty \| Real Estate EQIX 1 stocks	$3.1 Million 7.11% of portfolio	1	-	-	-	0 Calls 1 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI 1 stocks	$2.33 Million 5.35% of portfolio	-	1	-	-	0 Calls 1 Puts
Lumber & Wood Production \| Basic Materials WFG 1 stocks	$2.06 Million 4.74% of portfolio	-	1	-	-	0 Calls 1 Puts
Medical Devices \| Healthcare BSX 1 stocks	$1.89 Million 4.34% of portfolio	-	1	-	-	0 Calls 1 Puts
Financial Conglomerates \| Financial Services VOYA 1 stocks	$1.42 Million 3.27% of portfolio	-	1	-	-	0 Calls 1 Puts
Healthcare Plans \| Healthcare HUM 1 stocks	$1.4 Million 3.21% of portfolio	1	-	-	-	0 Calls 1 Puts
REIT—Retail \| Real Estate O 1 stocks	$538,821 1.24% of portfolio	1	-	-	-	0 Calls 1 Puts
Specialty Chemicals \| Basic Materials ECL 1 stocks	$516,212 1.18% of portfolio	1	-	1	-	0 Calls 1 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ZTS 1 stocks	$337,161 0.77% of portfolio	1	-	1	-	0 Calls 1 Puts
Railroads \| Industrials CSX 1 stocks	$305,768 0.7% of portfolio	1	-	-	-	0 Calls 1 Puts

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