DBG

De Burlo Group Portfolio holdings

AUM $830M
1-Year Est. Return 25.3%
This Quarter Est. Return
1 Year Est. Return
+25.3%
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
+$22.8M
2
+$21.2M
3
+$20.7M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$18.1M
5
PEP icon
PepsiCo
PEP
+$16.4M

Top Sells

1
+$33.7M
2
+$27.6M
3
+$23.5M
4
NVO icon
Novo Nordisk
NVO
+$23.5M
5
KO icon
Coca-Cola
KO
+$22.9M

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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