Portfolio (Quarterly)
Guide ↗
Chesley Taft & Associates LLC
· CIK 0001164632| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | WBD | WARNER BROS DISCOVERY INC | Communication Services | 7,364 | $212K | 0.01% | SOLD |
| 22 | IEF | ISHARES TR | — | 2,175 | $209K | 0.01% | SOLD |
| 23 | OLED | UNIVERSAL DISPLAY CORP | Technology | 1,750 | $204K | 0.01% | SOLD |
| 24 | DHI | D R HORTON INC | Consumer Cyclical | 1,391 | $200K | 0.01% | SOLD |
| 25 | VTRS | VIATRIS INC | Healthcare | 10,506 | $131K | 0.01% | SOLD |
Sector Allocation
Technology
24.9%
Financial Services
20.9%
Healthcare
12.7%
Communication Services
10.8%
Consumer Cyclical
8.0%
Industrials
7.8%
Consumer Defensive
7.4%
Energy
3.7%
Basic Materials
1.7%
Utilities
1.4%