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Fulcrum Asset Management LLP 13F Holdings
Holdings from the most recent 13F from Fulcrum Asset Management LLP
Filed: 2021-04-21 (Q1 2021) | Holdings: 181 | Value: $155.9M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| GOOGL - ALPHABET INC | New Purchase | 3.88% | $6.0M | ||||
| TSLA - TESLA INC | New Purchase | 3.12% | $4.9M | ||||
| META - FACEBOOK INC | New Purchase | 2.58% | $4.0M | ||||
| EL - LAUDER ESTEE COS INC | New Purchase | 2.43% | $3.8M | ||||
| V - VISA INC | New Purchase | 2.19% | $3.4M | ||||
| HAL - HALLIBURTON CO | New Purchase | 2.14% | $3.3M | ||||
| VIAV - VIAVI SOLUTIONS INC | New Purchase | 2.13% | $3.3M | ||||
| UNH - UNITEDHEALTH GROUP INC | New Purchase | 1.91% | $3.0M | ||||
| MA - MASTERCARD INCORPORATED | New Purchase | 1.76% | $2.7M | ||||
| JPM - JPMORGAN CHASE & CO | New Purchase | 1.66% | $2.6M | ||||
| KBH - KB HOME | New Purchase | 1.54% | $2.4M | ||||
| HD - HOME DEPOT INC | New Purchase | 1.42% | $2.2M | ||||
| NVDA - NVIDIA CORPORATION | New Purchase | 1.40% | $2.2M | ||||
| BR - BROADRIDGE FINL SOLUTIONS IN | New Purchase | 1.37% | $2.1M | ||||
| VAR - VARIAN MED SYS INC | New Purchase | 1.34% | $2.1M | ||||
| DD - DUPONT DE NEMOURS INC | New Purchase | 1.30% | $2.0M | ||||
| WRK - WESTROCK CO | New Purchase | 1.30% | $2.0M | ||||
| BAC - BK OF AMERICA CORP | New Purchase | 1.28% | $2.0M | ||||
| PLD - PROLOGIS INC. | Reduce 20% $(467.3K) | 1.23% | $1.9M | ||||
| HON - HONEYWELL INTL INC | New Purchase | 1.16% | $1.8M | ||||
| MRK - MERCK & CO. INC | New Purchase | 1.09% | $1.7M | ||||
| CSX - CSX CORP | New Purchase | 1.04% | $1.6M | ||||
| UPS - UNITED PARCEL SERVICE INC | New Purchase | 1.03% | $1.6M | ||||
| AMZN - AMAZON COM INC | Reduce 37% $(946.7K) | 1.01% | $1.6M | ||||
| WY - WEYERHAEUSER CO MTN BE | Reduce 58% $(2.2M) | 1.00% | $1.6M | ||||
| LPX - LOUISIANA PAC CORP | New Purchase | 0.99% | $1.5M | ||||
| ADBE - ADOBE SYSTEMS INCORPORATED | New Purchase | 0.98% | $1.5M | ||||
| NKE - NIKE INC | New Purchase | 0.88% | $1.4M | ||||
| UNP - UNION PAC CORP | New Purchase | 0.88% | $1.4M | ||||
| WDAY - WORKDAY INC | New Purchase | 0.88% | $1.4M | ||||
| ZTS - ZOETIS INC | Reduce 83% $(6.7M) | 0.86% | $1.3M | ||||
| CRM - SALESFORCE COM INC | Reduce 52% $(1.4M) | 0.85% | $1.3M | ||||
| CP - CANADIAN PAC RY LTD | New Purchase | 0.84% | $1.3M | ||||
| BMY - BRISTOL-MYERS SQUIBB CO | New Purchase | 0.80% | $1.2M | ||||
| TXN - TEXAS INSTRS INC | New Purchase | 0.74% | $1.2M | ||||
| NVR - NVR INC | New Purchase | 0.73% | $1.1M | ||||
| IP - INTERNATIONAL PAPER CO | New Purchase | 0.70% | $1.1M | ||||
| ES - EVERSOURCE ENERGY | Reduce 78% $(3.7M) | 0.68% | $1.1M | ||||
| AEP - AMERICAN ELEC PWR CO INC | Reduce 62% $(1.7M) | 0.67% | $1.0M | ||||
| LOW - LOWES COS INC | New Purchase | 0.67% | $1.0M | ||||
| ECL - ECOLAB INC | New Purchase | 0.65% | $1.0M | ||||
| KSU - KANSAS CITY SOUTHERN | New Purchase | 0.65% | $1.0M | ||||
| WFC - WELLS FARGO CO NEW | New Purchase | 0.64% | $1.0M | ||||
| TSN - TYSON FOODS INC | New Purchase | 0.63% | $984.0K | ||||
| RSG - REPUBLIC SVCS INC | New Purchase | 0.63% | $980.0K | ||||
| ZEN - ZENDESK INC | Reduce 67% $(2.0M) | 0.63% | $980.0K | ||||
| DAR - DARLING INGREDIENTS INC | New Purchase | 0.62% | $967.0K | ||||
| SPLK - SPLUNK INC | New Purchase | 0.61% | $954.0K | ||||
| SRE - SEMPRA ENERGY | Reduce 78% $(3.4M) | 0.61% | $945.0K | ||||
| ELV - ANTHEM INC | New Purchase | 0.60% | $928.0K | ||||
| BABA - ALIBABA GROUP HLDG LTD | Reduce 100% | 0.00% | $0.00 | ||||
| ALE - ALLETE INC | Reduce 100% | 0.00% | $0.00 | ||||
| LNT - ALLIANT ENERGY CORP | Reduce 100% | 0.00% | $0.00 | ||||
| AEE - AMEREN CORP | Reduce 100% | 0.00% | $0.00 | ||||
| BZUN - BAOZUN INC | Reduce 100% | 0.00% | $0.00 | ||||
| BILI - BILIBILI INC | Reduce 100% | 0.00% | $0.00 | ||||
| BURL - BURLINGTON STORES INC | Reduce 100% | 0.00% | $0.00 | ||||
| CF - CF INDS HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| CHWY - CHEWY INC | Reduce 100% | 0.00% | $0.00 | ||||
| ED - CONSOLIDATED EDISON INC | Reduce 100% | 0.00% | $0.00 | ||||
| COST - COSTCO WHSL CORP NEW | Reduce 100% | 0.00% | $0.00 | ||||
| DLR - DIGITAL RLTY TR INC | Reduce 100% | 0.00% | $0.00 | ||||
| DG - DOLLAR GEN CORP NEW | Reduce 100% | 0.00% | $0.00 | ||||
| D - DOMINION ENERGY INC | Reduce 100% | 0.00% | $0.00 | ||||
| ELAN - ELANCO ANIMAL HEALTH INC | Reduce 100% | 0.00% | $0.00 | ||||
| FSLR - FIRST SOLAR INC | Reduce 100% | 0.00% | $0.00 | ||||
| FNV - FRANCO NEV CORP | Reduce 100% | 0.00% | $0.00 | ||||
| FRPT - FRESHPET INC | Reduce 100% | 0.00% | $0.00 | ||||
| HUBS - HUBSPOT INC | Reduce 100% | 0.00% | $0.00 | ||||
| HUYA - HUYA INC | Reduce 100% | 0.00% | $0.00 | ||||
| IDXX - IDEXX LABS INC | Reduce 100% | 0.00% | $0.00 | ||||
| YY - JOYY INC | Reduce 100% | 0.00% | $0.00 | ||||
| JD - JD.COM INC | Reduce 100% | 0.00% | $0.00 | ||||
| MOMO - MOMO INC | Reduce 100% | 0.00% | $0.00 | ||||
| 9999 - NETEASE INC | Reduce 100% | 0.00% | $0.00 | ||||
| NEE - NEXTERA ENERGY INC | Reduce 100% | 0.00% | $0.00 | ||||
| NTR - NUTRIEN LTD | Reduce 100% | 0.00% | $0.00 | ||||
| OGE - OGE ENERGY CORP | Reduce 100% | 0.00% | $0.00 | ||||
| OLLI - OLLIES BARGAIN OUTLET HLDGS | Reduce 100% | 0.00% | $0.00 | ||||
| PNM - PNM RES INC | Reduce 100% | 0.00% | $0.00 | ||||
| PPG - PPG INDS INC | Reduce 100% | 0.00% | $0.00 | ||||
| PDD - PINDUODUO INC | Reduce 100% | 0.00% | $0.00 | ||||
| PNW - PINNACLE WEST CAP CORP | Reduce 100% | 0.00% | $0.00 | ||||
| POR - PORTLAND GEN ELEC CO | Reduce 100% | 0.00% | $0.00 | ||||
| RYN - RAYONIER INC | Reduce 100% | 0.00% | $0.00 | ||||
| ROST - ROSS STORES INC | Reduce 100% | 0.00% | $0.00 | ||||
| RGLD - ROYAL GOLD INC | Reduce 100% | 0.00% | $0.00 | ||||
| SHW - SHERWIN WILLIAMS CO | Reduce 100% | 0.00% | $0.00 | ||||
| TJX - TJX COS INC NEW | Reduce 100% | 0.00% | $0.00 | ||||
| WEC - WEC ENERGY GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| WPM - WHEATON PRECIOUS METALS CORP | Reduce 100% | 0.00% | $0.00 | ||||