John Armitage profile

Egerton Capital (uk) Llp (John Armitage)

Basic Stats

Market Value$12.88B
Top 10 (%)67.47%
Portfolio Size23 (-3)
Avg. Holding Period10 years
Turnover21.74%

Industry Breakdown

Railroads, Line-haul Operating24.36%
Semiconductors & Related Devices9.91%
Services-business Services, Nec9.86%
Services-prepackaged Software8.74%
Services-computer Programming, Data Processing, Etc.7.71%
Security Brokers, Dealers & Flotation Companies6.50%
State Commercial Banks4.79%
Hospital & Medical Service Plans4.51%
Crude Petroleum & Natural Gas3.49%
Retail-lumber & Other Building Materials Dealers3.36%
CP(12%)CNI(9%)MSFT(9%)GOOG(8%)SCHW(7%)V(5%)MA(5%)$12.88B (100%)Market Value
Company
Ticker
Market Value
% Portfolio
Shares
Change
Chg. Shares
Quarter End Price
% Owned
1.50B
11.65%
22.49M
-12.00%
-3.07M
$66.72
2.41%
1.21B
9.37%
11.17M
-5.50%
-649.99K
$107.99
1.57%
1.13B
8.74%
4.83M
-10.37%
-559.05K
$232.90
0.06%
993.37M
7.71%
10.33M
-12.99%
-1.54M
$96.15
837.47M
6.50%
11.65M
-7.23%
-908.48K
$71.87
0.61%
655.12M
5.09%
3.69M
-11.33%
-471.35K
$177.65
616.87M
4.79%
773.57K
-8.46%
-71.53K
$797.43
4.82%
614.49M
4.77%
2.16M
-10.11%
-242.96K
$284.34
0.22%
580.54M
4.51%
1.15M
-23.23%
-347.82K
$505.04
0.12%
558.70M
4.34%
4.01M
-10.00%
-445.43K
$139.34
0.77%
480.39M
3.73%
5.86M
19.49%
956.36K
$81.93
0.67%
449.32M
3.49%
29.23M
59.43%
10.90M
$15.37
1.44%
432.94M
3.36%
2.31M
-6.08%
-149.15K
$187.81
0.36%
429.93M
3.34%
16.14M
-27.50%
-6.12M
$26.64
0.75%
364.41M
2.83%
11.98M
16.32%
1.68M
$30.41
2.22%
343.94M
2.67%
209.31K
91.68%
100.11K
$1,643.21
0.51%
317.09M
2.46%
4.71M
-38.19%
-2.91M
$67.35
1.33%
315.04M
2.45%
2.79M
New Buy
2.79M
$113.00
0.03%
294.98M
2.29%
1.09M
-14.21%
-181.20K
$269.59
0.22%
265.35M
2.06%
1.21M
9.29%
103.21K
$218.48
1.49%
237.25M
1.84%
3.46M
-27.40%
-1.31M
$68.56
0.01%
204.81M
1.59%
4.76M
-30.97%
-2.14M
$43.00
54.41M
0.42%
2.33M
-10.11%
-262.15K
$23.34
1.26%
Sold Out
-11.07K
$3,987.08
Sold Out
-1.24M
$22.74
Sold Out
-7.47M
$32.60
Sold Out
-3.62M
$33.66