DLPIC

Davide Leone & Partners Investment Company Portfolio holdings

AUM $49M
1-Year Est. Return 41.04%
This Quarter Est. Return
1 Year Est. Return
+41.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$625M
AUM Growth
-$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$44.7M
2
+$33.5M
3
+$22.9M
4
KSU
Kansas City Southern
KSU
+$17.2M
5
AMWL icon
American Well
AMWL
+$8.77M

Top Sells

1
+$52.5M
2
+$43.5M
3
+$38.7M
4
CRM icon
Salesforce
CRM
+$27.1M
5
IAC icon
IAC Inc
IAC
+$22.3M

Sector Composition

1 Healthcare 38.17%
2 Technology 29.13%
3 Consumer Discretionary 13.78%
4 Financials 7.54%
5 Communication Services 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
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