DIA

Davidson Investment Advisors Portfolio holdings

AUM $2.22B
1-Year Est. Return 19.16%
This Quarter Est. Return
1 Year Est. Return
+19.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$926M
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$10.9M
3
+$10.2M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.04M
5
JPM icon
JPMorgan Chase
JPM
+$7.8M

Top Sells

1
+$7.61M
2
+$6.89M
3
+$4.34M
4
DKS icon
Dick's Sporting Goods
DKS
+$4.04M
5
MCHP icon
Microchip Technology
MCHP
+$3.74M

Sector Composition

1 Healthcare 15.97%
2 Technology 14.27%
3 Financials 13.18%
4 Industrials 12.68%
5 Communication Services 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
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