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
$326M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$9.75M
2 +$8.15M
3 +$5.58M
4
GLD icon
SPDR Gold Trust
GLD
+$5.15M
5
SPOT icon
Spotify
SPOT
+$2.95M

Top Sells

1 +$8.58M
2 +$7.67M
3 +$7.22M
4
DD icon
DuPont de Nemours
DD
+$4.56M
5
TPC
Tutor Perini Cor
TPC
+$1.35M

Sector Composition

1 Technology 19.24%
2 Communication Services 15.39%
3 Consumer Discretionary 13.89%
4 Industrials 10.98%
5 Financials 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-181,331
52
-236,046