DB
Danske Bank Portfolio holdings
AUM
$1.95B
1 Year Est. Return
–
AUM
$1.95B
AUM Growth
–
Holding
544
Top Buys
| 1 | +$325M | |
| 2 | +$281M | |
| 3 | +$263M | |
| 4 |
NVIDIA
NVDA
|
+$110M |
| 5 |
Microsoft
MSFT
|
+$84M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 33.87% |
| 2 | Consumer Discretionary | 33.3% |
| 3 | Financials | 9.09% |
| 4 | Communication Services | 7.17% |
| 5 | Healthcare | 4.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Cisco
CSCO
$307B
| $7.6M | 0.39% |
+111,131
|
|
||
27
Costco
COST
$409B
| $7.53M | 0.39% |
+8,130
|
|
||
28
Oracle
ORCL
$635B
| $6.55M | 0.34% |
+23,281
|
|
||
29
Progressive
PGR
$132B
| $6.53M | 0.33% |
+26,450
|
|
||
30
Wells Fargo
WFC
$267B
| $6.51M | 0.33% |
+77,681
|
|
||
31
Amphenol
APH
$164B
| $6.47M | 0.33% |
+52,320
|
|
||
32
Alphabet (Google) Class C
GOOG
$3.34T
| $6.21M | 0.32% |
+25,514
|
|
||
33
McKesson
MCK
$104B
| $5.9M | 0.3% |
+7,640
|
|
||
34
Lam Research
LRCX
$186B
| $5.85M | 0.3% |
+43,658
|
|
||
35
KLA
KLAC
$149B
| $5.81M | 0.3% |
+5,391
|
|
||
36
Gilead Sciences
GILD
$155B
| $5.39M | 0.28% |
+48,529
|
|
||
37
Allstate
ALL
$56.1B
| $5.18M | 0.27% |
+24,131
|
|
||
38
Cencora
COR
$70.2B
| $5.14M | 0.26% |
+16,443
|
|
||
39
Charles Schwab
SCHW
$168B
| $4.97M | 0.25% |
+52,009
|
|
||
40
Hartford Financial Services
HIG
$37.3B
| $4.91M | 0.25% |
+36,826
|
|
||
41
VICI Properties
VICI
$32.4B
| $4.9M | 0.25% |
+150,127
|
|
||
42
Autodesk
ADSK
$63.8B
| $4.8M | 0.25% |
+15,102
|
|
||
43
Salesforce
CRM
$232B
| $4.61M | 0.24% |
+19,444
|
|
||
44
Uber
UBER
$190B
| $4.46M | 0.23% |
+45,498
|
|
||
45
Intuit
INTU
$185B
| $4.32M | 0.22% |
+6,325
|
|
||
46
Newmont
NEM
$95.8B
| $4.3M | 0.22% |
+50,950
|
|
||
47
Micron Technology
MU
$277B
| $4.24M | 0.22% |
+25,363
|
|
||
48
Goldman Sachs
GS
$237B
| $4.19M | 0.21% |
+5,266
|
|
||
49
Colgate-Palmolive
CL
$62.9B
| $4.02M | 0.21% |
+50,313
|
|
||
50
UnitedHealth
UNH
$292B
| $3.84M | 0.2% |
+11,118
|
|