DP

DDD Partners Portfolio holdings

AUM $933M
1-Year Est. Return 17.9%
This Quarter Est. Return
1 Year Est. Return
+17.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$246M
AUM Growth
-$2.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$8.44M
2 +$5.4M
3 +$1.43M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.41M
5
EGIO
Edgio, Inc. Common Stock
EGIO
+$447K

Top Sells

1 +$8.74M
2 +$6.33M
3 +$4.97M
4
JWN
Nordstrom
JWN
+$4.38M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.58M

Sector Composition

1 Consumer Discretionary 21.08%
2 Technology 17.83%
3 Industrials 14.54%
4 Financials 12.81%
5 Healthcare 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-99,616
52
-14,500
53
-25,404
54
-514,530
55
-12,800
56
-543,599