StockDriftsStockDriftsTop 23 Focused Investors Fund L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ELV | Elevance Health, Inc. | 7.83% | 481.9K | $249.9M | new | — | 2024-03-31 | |
| CI | The Cigna Group | 6.44% | 565.9K | $205.5M | new | — | 2024-03-31 | |
| MSFT | Microsoft Corp. | 6.35% | 482.1K | $202.9M | new | — | 2024-03-31 | |
| JNJ | Johnson & Johnson | 6.08% | 1.23M | $194.0M | new | — | 2024-03-31 | |
| UNH | UnitedHealth Group Inc. | 5.84% | 376.6K | $186.3M | new | — | 2024-03-31 | |
| FI | Fiserv, Inc. | 5.69% | 1.14M | $181.6M | new | — | 2024-03-31 | |
| ORCL | Oracle Corporation | 5.15% | 1.31M | $164.5M | new | — | 2024-03-31 | |
| MS | Morgan Stanley | 5% | 1.70M | $159.7M | new | — | 2024-03-31 | |
| FDX | FedEx Corporation | 4.74% | 522.6K | $151.4M | new | — | 2024-03-31 | |
| GS | The Goldman Sachs Group, Inc. | 4.58% | 350.3K | $146.3M | new | — | 2024-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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