Waters Parkerson & Co Llc 13F Portfolio

FundPortfolio ManagerPerformance 24Q4AUM# of HoldingsPerformance Rank Allocation
Waters Parkerson & Co LlcWaters Parkerson & Co Llc-0.19%$1897771000 177

Top Holdings Performance History

Waters Parkerson & Co Llc Holdings Map

Top 50 Waters Parkerson & Co Llc Holdings


Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Sector Date

Largest Stock Buys since Q4 2024:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Largest Stock Sells since Q4 2024:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Portfolio Structure

Sector Allocation over time

Waters Parkerson & Co Llc Performance History

Performance Metric 3-Year Annualized Return 3-Year Cumulative Return Compared to other Funds

Performance vs S&P500

Performance compared to other Funds