Sims Investment Management, LLC Portfolio Holdings by Sector
Sims Investment Management, LLC
- $177 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SCHX SCHA QYLD XYLD SCHD SCHO IJS QQQ 19 stocks |
$158 Million
89.3% of portfolio
|
19
|
- |
19
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
ETV ETB BXMX 3 stocks |
$8.01 Million
4.53% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA GM 2 stocks |
$2.41 Million
1.36% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER 1 stocks |
$2.2 Million
1.24% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
CCL RCL 2 stocks |
$1.68 Million
0.95% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
VVI 1 stocks |
$1.44 Million
0.81% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
AFG 1 stocks |
$795,700
0.45% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$577,025
0.33% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$522,048
0.3% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$313,227
0.18% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
AAP 1 stocks |
$309,171
0.17% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$289,150
0.16% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T 1 stocks |
$148,079
0.08% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
EXPI 1 stocks |
$121,304
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$111,818
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|