DM

Delphi Management Portfolio holdings

AUM $83.6M
1-Year Est. Return 26.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$713M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$9.06M
2
+$8.9M
3
+$8.64M
4
LYB icon
LyondellBasell Industries
LYB
+$8.61M
5
THO icon
Thor Industries
THO
+$8.52M

Top Sells

1
+$9.58M
2
+$9.54M
3
+$9.38M
4
KLAC icon
KLA
KLAC
+$9.36M
5
MDP
Meredith Corporation
MDP
+$8.21M

Sector Composition

1 Technology 15.72%
2 Financials 15.02%
3 Healthcare 13.08%
4 Communication Services 12.5%
5 Consumer Discretionary 12.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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2 3 4
5
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