DDPIC

Deroy & Devereaux Private Investment Counsel Portfolio holdings

AUM $2B
1-Year Est. Return 22.17%
This Quarter Est. Return
1 Year Est. Return
+22.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$906M
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$12.9M
2 +$11.7M
3 +$10.6M
4
MRK icon
Merck
MRK
+$8M
5
SIX
Six Flags Entertainment Corp.
SIX
+$7.47M

Top Sells

1 +$12M
2 +$11.9M
3 +$7.83M
4
MAS icon
Masco
MAS
+$7.76M
5
KMX icon
CarMax
KMX
+$7.48M

Sector Composition

1 Financials 20.07%
2 Industrials 18.97%
3 Technology 12.6%
4 Healthcare 11.53%
5 Communication Services 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-11,149
152
-1,040