Composition of Holdings by Industry

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

Industry Market Value
Percent
13 - Oil And Gas Extraction 527,000 0.12
20 - Food And Kindred Products 12,299,000 2.86
28 - Chemicals And Allied Products 567,000 0.13
29 - Petroleum Refining And Related Industries 1,456,000 0.34
30 - Rubber And Miscellaneous Plastics Products 4,193,000 0.98
35 - Industrial And Commercial Machinery And Computer Equipment 54,937,000 12.79
36 - Electronic And Other Electrical Equipment And Components, Except Computer Equipment 1,268,000 0.30
37 - Transportation Equipment 25,874,000 6.02
38 - Measuring, Analyzing, And Controlling Instruments; Photographic, Medical And Optical Goods; Watches And Clocks 24,706,000 5.75
42 - Motor Freight Transportation And Warehousing 20,781,000 4.84
46 - Pipelines, Except Natural Gas 288,000 0.07
48 - Communications 20,765,000 4.83
49 - Electric, Gas, And Sanitary Services 2,282,000 0.53
53 - General Merchandise Stores 1,368,000 0.32
56 - Apparel And Accessory Stores 28,356,000 6.60
59 - Miscellaneous Retail 6,920,000 1.61
60 - Depository Institutions 0 0.00
62 - Security And Commodity Brokers, Dealers, Exchanges, And Services 25,787,000 6.00
63 - Insurance Carriers 18,369,000 4.28
67 - Holding And Other Investment Offices 355,000 0.08
73 - Business Services 104,236,000 24.26
78 - Motion Pictures and Film 3,644,000 0.85
87 - Engineering, Accounting, Research, Management, And Related Services 45,356,000 10.56
Industry Not Reported 25,250,000 5.88
Total 429,584,000 100.00