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
$507M
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Sells

1 +$18.7M
2 +$15.1M
3 +$6.22M
4
AAPL icon
Apple
AAPL
+$6.2M
5
INTC icon
Intel
INTC
+$6.16M

Sector Composition

1 Technology 25%
2 Financials 13.5%
3 Consumer Discretionary 9.4%
4 Healthcare 8.13%
5 Materials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$259K 0.05%
689
-20
52
-64,620
53
-393,695
54
-538,682