DA

Denali Advisors Portfolio holdings

AUM $885M
1-Year Est. Return 23.99%
This Quarter Est. Return
1 Year Est. Return
+23.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$599M
AUM Growth
-$81.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$12.1M
3
+$10.8M
4
UTHR icon
United Therapeutics
UTHR
+$10.1M
5
NFG icon
National Fuel Gas
NFG
+$8.22M

Top Sells

1
+$12.9M
2
+$9.21M
3
+$6.19M
4
CA
CA, Inc.
CA
+$5.8M
5
WLK icon
Westlake Corp
WLK
+$5.48M

Sector Composition

1 Financials 27.65%
2 Technology 12.2%
3 Communication Services 10.37%
4 Healthcare 8.84%
5 Consumer Staples 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
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