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
$694M
AUM Growth
-$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$2.35M
2 +$2.33M
3 +$205K
4
SLB icon
SLB Limited
SLB
+$200K
5
MSFT icon
Microsoft
MSFT
+$49.4K

Top Sells

1 +$3.96M
2 +$1.64M
3 +$1.39M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.29M
5
BABA icon
Alibaba
BABA
+$1M

Sector Composition

1 Industrials 23.09%
2 Technology 21.29%
3 Financials 14.34%
4 Communication Services 12.4%
5 Consumer Staples 11.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$205K 0.03%
2,400
52
$200K 0.03%
+2,991
53
$135K 0.02%
2,000
54
-1,070