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
$291M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$13.7M
2 +$10.3M
3 +$2.34M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.71M
5
Z icon
Zillow
Z
+$1.32M

Top Sells

1 +$8.79M
2 +$8.18M
3 +$4.32M
4
CSR
Centerspace
CSR
+$3.2M
5
TPC
Tutor Perini Cor
TPC
+$1.85M

Sector Composition

1 Technology 21.26%
2 Consumer Discretionary 13.29%
3 Communication Services 12.58%
4 Industrials 12.45%
5 Financials 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-10,000
52
-34,450
53
-441,061