Composition of Holdings by Industry

This page shows an industry breakdown of all the investments of Applied Finance Capital Management, LLC

Industry Market Value
Percent
13 - Oil And Gas Extraction 29,386,224 3.83
17 - Construction Special Trade Contractors 11,750,475 1.53
20 - Food And Kindred Products 24,970,731 3.26
28 - Chemicals And Allied Products 66,774,605 8.71
29 - Petroleum Refining And Related Industries 41,921,696 5.47
35 - Industrial And Commercial Machinery And Computer Equipment 108,953,903 14.20
36 - Electronic And Other Electrical Equipment And Components, Except Computer Equipment 21,919,103 2.86
37 - Transportation Equipment 30,170,782 3.93
38 - Measuring, Analyzing, And Controlling Instruments; Photographic, Medical And Optical Goods; Watches And Clocks 53,517,137 6.98
40 - Railroad Transportation 11,841,902 1.54
48 - Communications 15,611,970 2.04
49 - Electric, Gas, And Sanitary Services 20,592,651 2.68
50 - Wholesale Trade-durable Goods 16,412,765 2.14
51 - Wholesale Trade-non-durable Goods 14,222,902 1.85
52 - Building Materials, Hardware, Garden Supply, And Mobile Home Dealers 18,689,155 2.44
53 - General Merchandise Stores 31,517,298 4.11
58 - Restaurants, Dining, Eating And Drinking Places 15,147,304 1.97
59 - Miscellaneous Retail 27,636,912 3.60
60 - Depository Institutions 38,584,631 5.03
62 - Security And Commodity Brokers, Dealers, Exchanges, And Services 15,082,877 1.97
63 - Insurance Carriers 41,539,520 5.42
67 - Holding And Other Investment Offices 16,809,156 2.19
73 - Business Services 81,089,440 10.57
79 - Amusement And Recreation Services 12,873,705 1.68
Total 767,016,844 100.00