We sold our holding in Johnson & Johnson during the month. The top 5 contributors in the month were IDEXX, Stryker, Novo Nordisk, Amazon and Philip Morris. The top 5 detractors were Paypal, Meta Platforms, Intuit, LVMH and L’Oréal.
We sold our holding in Johnson & Johnson during the month. The top 5 contributors in the month were IDEXX, Stryker, Novo Nordisk, Amazon and Philip Morris. The top 5 detractors were Paypal, Meta Platforms, Intuit, LVMH and L’Oréal.