Portfolio (Quarterly)
Guide ↗
Beaton Management Co. Inc.
· CIK 0001714678| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | Q | QNITY ELECTRONICS INC | Technology | 4,989 | $407K | 0.18% | SOLD |
| 2 | KKR | KKR & CO INC CL A | Financial Services | 2,100 | $268K | 0.12% | SOLD |
| 3 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 1,755 | $257K | 0.11% | SOLD |
| 4 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 700 | $231K | 0.10% | SOLD |
| 5 | ADP | AUTOMATIC DATA PROCESSNG | Industrials | 896 | $230K | 0.10% | SOLD |
Sector Allocation
Technology
17.3%
Financial Services
15.7%
Industrials
14.4%
Healthcare
13.7%
Consumer Defensive
10.1%
Consumer Cyclical
9.8%
Communication Services
8.3%
Energy
6.6%
Utilities
2.2%
Basic Materials
1.5%