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
$420M
AUM Growth
+$69.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$22.7M
3
+$22.1M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$18M
5
CCI icon
Crown Castle
CCI
+$17.5M

Top Sells

1
+$33.7M
2
+$27.6M
3
+$25.4M
4
NVO icon
Novo Nordisk
NVO
+$25.3M
5
EOG icon
EOG Resources
EOG
+$23.5M

Sector Composition

1 Healthcare 32.16%
2 Technology 23.66%
3 Consumer Staples 13.55%
4 Financials 10.55%
5 Industrials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
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