DRD

Dennis R. Delaney Portfolio holdings

AUM $195M
1-Year Est. Return 12.4%
This Quarter Est. Return
1 Year Est. Return
+12.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$46.7M
AUM Growth
-$393K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$220K
2 +$210K
3 +$210K
4
DHR icon
Danaher
DHR
+$73.9K
5
CB icon
Chubb
CB
+$62.8K

Top Sells

1 +$251K
2 +$203K
3 +$60K
4
CVX icon
Chevron
CVX
+$35.3K
5
QCOM icon
Qualcomm
QCOM
+$32.3K

Sector Composition

1 Healthcare 24.88%
2 Technology 20.09%
3 Industrials 18.05%
4 Consumer Staples 10.96%
5 Energy 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,156
52
-10,000