DSA

Davis Selected Advisers Portfolio holdings

AUM $22.2B
1-Year Est. Return 26.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$22.6B
AUM Growth
-$1.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$256M
2
+$246M
3
+$161M
4
KMX icon
CarMax
KMX
+$99.2M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$89.2M

Top Sells

1
+$161M
2
+$108M
3
+$90.7M
4
AMZN icon
Amazon
AMZN
+$80.1M
5
DEO icon
Diageo
DEO
+$72.7M

Sector Composition

1 Financials 33.91%
2 Consumer Discretionary 13.73%
3 Communication Services 12.22%
4 Energy 9.28%
5 Industrials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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