DDC
Daniel Devine & Co Portfolio holdings
AUM
$125M
1-Year Est. Return
14.12%
1 Year Est. Return
+14.12%
AUM
$123M
AUM Growth
-$15.1M
(-11%)
Holding
55
Top Buys
| 1 | +$2.23M | |
| 2 | +$1.76M | |
| 3 | +$553K | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$367K |
| 5 |
Intel
INTC
|
+$211K |
Top Sells
| 1 | +$4.62M | |
| 2 | +$4.43M | |
| 3 | +$3.67M | |
| 4 |
Apple
AAPL
|
+$1.28M |
| 5 |
Valvoline
VVV
|
+$746K |
Sector Composition
| 1 | Healthcare | 13.04% |
| 2 | Financials | 8.03% |
| 3 | Technology | 6.61% |
| 4 | Industrials | 4.32% |
| 5 | Communication Services | 3.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Valvoline
VVV
$4.01B
| – | – |
-29,755
|
|