DK

Darrell & King Portfolio holdings

AUM $633M
1-Year Est. Return 49.4%
This Quarter Est. Return
1 Year Est. Return
+49.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$610M
AUM Growth
-$9.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$35.7M
2 +$31M
3 +$22M
4
FLR icon
Fluor
FLR
+$844K
5
SLB icon
SLB Limited
SLB
+$700K

Top Sells

1 +$33.8M
2 +$29.8M
3 +$29.2M
4
COR icon
Cencora
COR
+$18.2M
5
ZBH icon
Zimmer Biomet
ZBH
+$17.6M

Sector Composition

1 Financials 24%
2 Industrials 19.49%
3 Technology 17.67%
4 Communication Services 12.17%
5 Energy 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-252,218