DBG

De Burlo Group Portfolio holdings

AUM $759M
1-Year Est. Return 24.77%
This Quarter Est. Return
1 Year Est. Return
+24.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$537M
AUM Growth
-$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1 +$18.8M
2 +$18.3M
3 +$17.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$17.4M
5
DIS icon
Walt Disney
DIS
+$16M

Top Sells

1 +$18.2M
2 +$17.9M
3 +$17.2M
4
LIN icon
Linde
LIN
+$17.2M
5
EPAM icon
EPAM Systems
EPAM
+$16.3M

Sector Composition

1 Technology 27.62%
2 Healthcare 19.38%
3 Financials 18.74%
4 Industrials 8.98%
5 Communication Services 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-49,100
177
-107,800
178
-24,400
179
-30,650
180
-54,000
181
-472,000
182
-167,900
183
-2,300
184
-42,500