DRS
Deane Retirement Strategies Portfolio holdings
AUM
$233M
1-Year Est. Return
16.83%
1 Year Est. Return
+16.83%
AUM
$233M
AUM Growth
+$9.29M
(+4.2%)
Holding
83
Top Buys
| 1 | +$9.25M | |
| 2 | +$5.14M | |
| 3 | +$4.91M | |
| 4 |
Lockheed Martin
LMT
|
+$4.89M |
| 5 |
Salesforce
CRM
|
+$4.63M |
Top Sells
| 1 | +$14.5M | |
| 2 | +$9.25M | |
| 3 | +$9.04M | |
| 4 |
Danaher
DHR
|
+$4.31M |
| 5 |
Colgate-Palmolive
CL
|
+$4.14M |
Sector Composition
| 1 | Technology | 10.43% |
| 2 | Consumer Discretionary | 7.02% |
| 3 | Communication Services | 5.21% |
| 4 | Industrials | 5.03% |
| 5 | Materials | 4.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
American Express
AXP
$248B
| – | – |
-11,316
|
|
||
|
77
Colgate-Palmolive
CL
$64.4B
| – | – |
-45,569
|
|
||
78
Comcast
CMCSA
$96.9B
| – | – |
-82,616
|
|
||
|
79
Danaher
DHR
$158B
| – | – |
-21,815
|
|
||
80
Freeport-McMoran
FCX
$61.8B
| – | – |
-41,623
|
|
||
81
JPMorgan Chase
JPM
$841B
| – | – |
-10,346
|
|
||
82
Kimberly-Clark
KMB
$36B
| – | – |
-28,325
|
|
||
83
Vanguard Mega Cap Growth ETF
MGK
$32.3B
| – | – |
-24,681
|
|