Thomas White American Opportunities Fund
Lord Asset Management Trust

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Jul 31, 2022 → Oct 31, 2022

Expand a category to see the positions behind it, ranked by weight.

Security Shares Jul 2022 Shares Oct 2022 Δ shares End % Δ value
PROLOGIS INC REIT 0 3,776 3,776 2.06% $418.19K
ARCH CAPITAL GROUP LTD 0 6,870 6,870 1.95% $395.02K
EVEREST REINSURANCE GROUP LTD 0 1,040 1,040 1.66% $335.57K
TRANE TECHNOLOGIES PLC 0 1,900 1,900 1.50% $303.30K
FIDELITY NATL INFORM SVCS INC 0 2,500 2,500 1.02% $207.48K
HUNTINGTON INGALLS INDUSTRIES INC 0 800 800 1.01% $205.66K
STERIS PLC 0 835 835 0.71% $144.10K
Security Shares Jul 2022 Shares Oct 2022 Δ shares End % Δ value
DUKE REALTY CORP REIT 7,950 0 -7,950 0.00% -$497.35K
ARCH CAPITAL GRP 6,870 0 -6,870 0.00% -$305.03K
TRANE TECHNOLOGI 1,900 0 -1,900 0.00% -$279.28K
EVEREST RE GROUP 1,040 0 -1,040 0.00% -$271.80K
GLOBAL PAYMENTS INC 2,005 0 -2,005 0.00% -$245.25K
STERIS PLC 835 0 -835 0.00% -$188.42K
TRANSUNION 2,290 0 -2,290 0.00% -$181.44K
BXP INC 1,585 0 -1,585 0.00% -$144.49K
Twitter Inc COM USD0.000005 3,410 0 -3,410 0.00% -$141.89K
MATCH GROUP INC 1,810 0 -1,810 0.00% -$132.69K
SENSATA TECHNOLO 2,770 0 -2,770 0.00% -$123.18K
TELEFLEX INC 390 0 -390 0.00% -$93.78K
Security Shares Jul 2022 Shares Oct 2022 Δ shares End % Δ value
PARKER HANNIFIN CORP 990 1,355 365 1.94% $107.59K
EXTRA SPACE STORAGE INC 1,400 2,100 700 1.84% $107.30K
VERISK ANALYTICS INC 1,050 1,875 825 1.69% $143.04K
CENCORA INC 1,460 2,120 660 1.64% $120.25K
XCEL ENERGY INC 3,420 5,020 1,600 1.61% $76.58K

No positions in this category.

Security Shares Jul 2022 Shares Oct 2022 Δ shares End % Δ value
AUTOZONE INC 254 254 0 3.17% $100.45K
KEYSIGHT TECHNOLOGIES INC 2,740 2,740 0 2.35% $31.65K
REGIONS FINANCIAL CORP 20,990 20,990 0 2.27% $16.16K
HERSHEY CO/THE 1,900 1,900 0 2.24% $20.54K
STEEL DYNAMICS INC 4,810 4,810 0 2.23% $77.78K
SYNOPSYS INC 1,520 1,520 0 2.19% -$113.92K
DIAMONDBACK ENERGY INC 2,760 2,760 0 2.14% $80.29K
AMERIPRISE FINANCIAL INC 1,380 1,380 0 2.11% $54.10K
AGILENT TECHNOLOGIES INC 2,970 2,970 0 2.03% $12.62K
PIONEER NATURAL RESOURCES CO 1,570 1,570 0 1.99% $30.55K
KLA CORP 1,210 1,210 0 1.89% -$81.18K
ARISTA NETWORKS INC 3,120 3,120 0 1.86% $13.20K
FORTINET INC 6,250 6,250 0 1.76% -$15.56K
CORTEVA INC 5,430 5,430 0 1.75% $42.30K
CADENCE DESIGN SYSTEMS INC 2,285 2,285 0 1.71% -$79.27K
MARRIOTT INTL-A 1,990 1,990 0 1.57% $2.57K
CHURCH & DWIGHT 4,290 4,290 0 1.57% -$59.37K
CARLISLE COS INC 1,320 1,320 0 1.56% -$75.64K
WW GRAINGER INC 520 520 0 1.50% $21.23K
REPUBLIC SVCS 2,290 2,290 0 1.50% -$13.83K
MARATHON PETROLEUM CORP 2,670 2,670 0 1.50% $58.63K
CHARLES RIVER LABS INTL INC 1,355 1,355 0 1.42% -$51.88K
MARTIN MAR MTLS 830 830 0 1.38% -$13.36K
CITIZENS FINANCIAL GROUP INC 6,600 6,600 0 1.33% $19.34K
LABORATORY CP 1,205 1,205 0 1.32% -$48.60K
MOLINA HEALTHCARE INC 740 740 0 1.31% $23.04K
AMEREN CORP 3,220 3,220 0 1.30% -$37.35K
HARTFORD INSURANCE GROUP INC/THE 3,540 3,540 0 1.26% $28.11K
CUMMINS INC 1,040 1,040 0 1.25% $24.13K
LENNAR CORP CL A 3,150 3,150 0 1.25% -$13.54K
STATE STREET CORP 3,430 3,430 0 1.25% $10.15K
OLD DOMINION FRT 915 915 0 1.24% -$26.45K
ASSURANT INC 1,810 1,810 0 1.21% -$72.26K
MOTOROLA SOLUTIONS INC 940 940 0 1.16% $10.45K
S&P GLOBAL INC 703 703 0 1.11% -$39.14K
BOSTON SCIENTIFIC CORP 5,180 5,180 0 1.10% $10.67K
SBA COMMUNICATIONS CORP 825 825 0 1.10% -$54.36K
LAM RESEARCH CORP 540 540 0 1.08% -$51.69K
BRUNSWICK CORP 2,985 2,985 0 1.04% -$28.21K
ANSYS INC 950 950 0 1.04% -$54.94K
FORD MOTOR CO 15,700 15,700 0 1.04% -$20.72K
SERVICE CORP INTERNATIONAL INC 3,440 3,440 0 1.03% -$47.64K
AKAMAI TECHNOLOGIES INC 2,330 2,330 0 1.02% -$18.38K
ZIMMER BIOMET HO 1,810 1,810 0 1.01% $5.36K
ALLIANT ENERGY CORPORATION 3,770 3,770 0 0.97% -$33.03K
DTE ENERGY CO 1,750 1,750 0 0.97% -$31.83K
PPG INDUSTRIES INC 1,710 1,710 0 0.96% -$25.84K
AVALONBAY COMMUNITIES INC REIT 1,105 1,105 0 0.95% -$42.90K
EASTGROUP PROP 1,225 1,225 0 0.95% -$16.97K
CMS ENERGY CORP 3,330 3,330 0 0.94% -$38.89K
DARDEN RESTAURANTS INC 1,300 1,300 0 0.92% $24.24K
CENTENE CORP 2,179 2,179 0 0.92% -$17.08K
MIDDLEBY CORP 1,300 1,300 0 0.90% -$6.28K
ROSS STORES INC 1,720 1,720 0 0.81% $24.82K
VAIL RESORTS INC 740 740 0 0.80% -$13.32K
OTIS WORLDWIDE CORP 2,170 2,170 0 0.76% -$16.34K
BALL CORP 2,940 2,940 0 0.72% -$70.65K
DIGITAL REALTY TRUST INC 1,330 1,330 0 0.66% -$42.83K
COOPER COS INC 440 440 0 0.59% -$23.59K
GXO LOGISTICS INC 2,210 2,210 0 0.40% -$25.33K

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.