DSA

Davis Selected Advisers Portfolio holdings

AUM $18.7B
1-Year Est. Return 18%
This Quarter Est. Return
1 Year Est. Return
+18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16.4B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$79.2M
2 +$74.6M
3 +$55.1M
4
IAC icon
IAC Inc
IAC
+$42.9M
5
MKL icon
Markel Group
MKL
+$27.1M

Top Sells

1 +$464M
2 +$158M
3 +$83.3M
4
AMAT icon
Applied Materials
AMAT
+$28.7M
5
BIDU icon
Baidu
BIDU
+$14.4M

Sector Composition

1 Financials 42.43%
2 Communication Services 14.55%
3 Technology 12.58%
4 Healthcare 8.61%
5 Consumer Discretionary 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$428K ﹤0.01%
+2,657
102
$165K ﹤0.01%
253,534
-1,410
103
-662,512