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Atwater Malick LLC - Ben Atwater&Matt Malick

Atwater Malick LLC a Portfolio Activity as reported in the most recent 13F form published on Mar 31, 2024
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Ben Atwater&Matt Malick

Ben Atwater&Matt Malick
Atwater Malick LLC

Hedge Fund Manager
Ranked #103 out of 487 Hedge Fund Managers

Portfolio Gain

+91.58%
Since Jan 2016

Sharpe Ratio

2.27
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$283.77M
Ben Atwater&Matt Malick manages more assets than 13% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+16.98%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
23.00% Industrial Goods
17.99% Healthcare
14.29% Technology
12.32% Consumer Defensive
9.24% Communication Services
7.39% Consumer Cyclical
7.31% General
4.74% Financial
0.38% Energy
0.08% Basic Materials
A breakdown of Atwater Malick LLC's portfolio by sector

Atwater Malick LLC Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Accenture
Added
Technology
$358.60
($329.69-$387.51)
-11.05%
+2.02%
12.77M
4.48%
Chubb
Not Changed
Financial
$241.72
($222.85-$260.58)
+3.21%
0.00%
261.72K
0.09%
SPDR S&P 500 ETF Trust
New
General
$495.52
($466.43-$524.61)
+1.29%
+100.00%
369.29K
0.13%
Amazon
Added
Consumer Cyclical
$162.88
($144.05-$181.70)
+1.52%
+6.10%
1.17M
0.41%
Apple
Added
Technology
$182.44
($168.49-$196.38)
+11.48%
+1.85%
18.75M
6.60%
Canadian National Railway
Added
Industrial Goods
$128.13
($122.23-$134.02)
-3.18%
+1.89%
9.69M
3.41%
Caterpillar
Added
Industrial Goods
$322.08
($276.94-$367.22)
-2.51%
+0.50%
15.64M
5.49%
Chevron
Not Changed
Energy
$148.91
($139.62-$158.19)
+0.90%
0.00%
434.57K
0.15%
Cencora
Not Changed
Healthcare
$224.13
($203.59-$244.68)
-10.60%
0.00%
927.25K
0.33%
Coca-Cola
Added
Consumer Defensive
$60.13
($58.63-$61.62)
+2.97%
+1.68%
8.33M
2.93%
See a list of Atwater Malick LLC's holdings, as reported to the SEC on Mar 31, 2024. Click on any holding to see more details

Measured Performance

Compare Atwater Malick LLC's performance with other Hedge Funds and the S&P 500

Atwater Malick LLC activity FAQ

What is Atwater Malick LLC’s portfolio gain since Jun 2013?
Atwater Malick LLC’s portfolio gain since Jun 2013 was 91.58%.
    What is Atwater Malick LLC’s Sharpe Ratio?
    Atwater Malick LLC’s Sharpe Ratio is 2.27.
      What is Atwater Malick LLC’s portfolio value?
      Atwater Malick LLC’s portfolio value is $283.77M.
        What is Atwater Malick LLC’s average return since the fund’s last 13F filing?
        Atwater Malick LLC’s average return since the fund’s last 13F filing is 0.30%.
          What was Atwater Malick LLC’s average return in the last 12 months?
          Atwater Malick LLC’s average return in the last 12 months was 20.01%.
            What was Atwater Malick LLC’s average return in the last 3 years?
            Atwater Malick LLC’s average return in the last 3 years was 16.98%.
              When was the most recent most recent 13F form submitted by Atwater Malick LLC?
              Atwater Malick LLC's most recent 13F form was submitted on Mar 31, 2024.
                who are the best performing hedge funds?
                Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
                  What is Ben Atwater&Matt Malick Net Worth?
                  Ben Atwater&Matt Malick is Managing Atwater Malick LLC which has a net worth of $283.77M.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Ben Atwater&Matt Malick and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.

                    Disclosure on Hedge Fund Expert Ranking:
                    We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
                    1. Hedge funds that manage stocks of more than 1,500 different companies
                    2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
                    3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.