DPAM
Degroof Petercam Asset Management Portfolio holdings
AUM
$8.32B
1 Year Est. Return
–
AUM
$8.32B
AUM Growth
+$713M
(+9.4%)
Holding
633
Top Buys
| 1 | +$48M | |
| 2 | +$34.4M | |
| 3 | +$30.2M | |
| 4 |
Canadian Pacific Kansas City
CP
|
+$29.3M |
| 5 |
Palo Alto Networks
PANW
|
+$29M |
Top Sells
| 1 | +$41.4M | |
| 2 | +$38.8M | |
| 3 | +$24.3M | |
| 4 |
Estee Lauder
EL
|
+$20M |
| 5 |
Monolithic Power Systems
MPWR
|
+$18.2M |
Sector Composition
| 1 | Technology | 36.03% |
| 2 | Healthcare | 17.59% |
| 3 | Financials | 14.27% |
| 4 | Consumer Discretionary | 9.3% |
| 5 | Communication Services | 7.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
626
Chemed
CHE
$6.42B
| – | – |
-160
|
|
||
|
DQ
627
Daqo New Energy
DQ
$2.14B
| – | – |
-1,348
|
|
||
628
Lucid Motors
LCID
$5.11B
| – | – |
-1,150
|
|
||
629
Lufax Holding
LU
$2.57B
| – | – |
-5,000
|
|
||
630
Shoals Technologies Group
SHLS
$1.73B
| – | – |
-830,000
|
|
||
631
VF Corp
VFC
$5.54B
| – | – |
-61,864
|
|
||
|
SPLK
632
DELISTED
Splunk Inc
SPLK
| – | – |
-12,400
|
|
||
|
SOVO
633
DELISTED
Sovos Brands, Inc. Common Stock
SOVO
| – | – |
-60,000
|
|