M.D. Sass Investors Services, Inc. Portfolio Holdings by Sector
M.D. Sass Investors Services, Inc.
- $1.22 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO IWD HYG SPY HYG ACWX 6 stocks |
$152,143
12.5% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
1
Puts
|
|
Diagnostics & Research | Healthcare
CRL DHR 2 stocks |
$108,136
8.88% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
APG 1 stocks |
$81,882
6.73% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
MRVL NVDA 2 stocks |
$68,833
5.65% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
AME 1 stocks |
$64,772
5.32% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
CLH 1 stocks |
$64,061
5.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
BDX 1 stocks |
$63,661
5.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON 1 stocks |
$61,538
5.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electronic Components | Technology
JBL 1 stocks |
$60,147
4.94% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$60,112
4.94% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
REIT—Specialty | Real Estate
SBAC 1 stocks |
$59,290
4.87% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
CACI 1 stocks |
$57,406
4.72% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
CCK 1 stocks |
$55,984
4.6% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
MLM 1 stocks |
$51,731
4.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CBRE 1 stocks |
$50,575
4.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL 1 stocks |
$48,766
4.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$30,755
2.53% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Mortgage Finance | Financial Services
WD 1 stocks |
$25,746
2.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
EQH 1 stocks |
$25,654
2.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
PANW MSFT 2 stocks |
$9,955
0.82% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$9,469
0.78% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
OWL 1 stocks |
$3,665
0.3% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$2,067
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
WAB 1 stocks |
$998
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|