DBG

De Burlo Group Portfolio holdings

AUM $824M
1-Year Est. Return 28.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$533M
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$9.47M
2 +$9.11M
3 +$8.31M
4
PGR icon
Progressive
PGR
+$8.01M
5
LLY icon
Eli Lilly
LLY
+$7.79M

Top Sells

1 +$13.8M
2 +$13.2M
3 +$10.9M
4
PFPT
Proofpoint, Inc.
PFPT
+$9.77M
5
QLYS icon
Qualys
QLYS
+$8.47M

Sector Composition

1 Healthcare 28.53%
2 Technology 28.17%
3 Financials 13.94%
4 Consumer Discretionary 11.92%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,335