Patient Opportunity Trust Class C (LMOPX) - Mid-Cap Value fund with $1.89 Billion in assets. The fund allocates 49.01% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is Amazon.com Inc at 5.46% of total assets. This is followed by Alphabet Inc (6.30%) and Citigroup Inc (6.54%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Amazon.com Inc | 5.46% | - | - |
| Alphabet Inc | 6.30% | - | - |
| Citigroup Inc | 6.54% | - | - |
| Expedia Group Inc | 4.82% | - | - |
| Energy Transfer LP | 4.67% | - | - |
| Meta Platforms Inc | 3.97% | - | - |
| NVIDIA Corp | 5.02% | - | - |
| General Motors Co | 4.03% | - | - |
| IAC Inc | 4.15% | - | - |
| OneMain Holdings Inc | 4.05% | - | - |
| QXO Inc | 5.60% | - | - |
| Royalty Pharma PLC | 6.91% | - | - |
| CVS Health Corp | 3.94% | - | - |
| UnitedHealth Group Inc | 4.68% | - | - |
| Norwegian Cruise Line Holdings Ltd | 4.09% | - | - |