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
$47.9M
AUM Growth
+$1.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$278K
2 +$115K
3 +$59K
4
UL icon
Unilever
UL
+$27.4K
5
DHR icon
Danaher
DHR
+$19.6K

Top Sells

1 +$272K
2 +$210K
3 +$202K
4
MSFT icon
Microsoft
MSFT
+$125K
5
YUM icon
Yum! Brands
YUM
+$121K

Sector Composition

1 Healthcare 25.09%
2 Technology 20.46%
3 Industrials 18.18%
4 Consumer Staples 11.11%
5 Financials 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-7,600