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
$775M
AUM Growth
-$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1 +$13.4M
2 +$8.33M
3 +$7.41M
4
EVR icon
Evercore
EVR
+$5.24M
5
HLX icon
Helix Energy Solutions
HLX
+$5.23M

Top Sells

1 +$10M
2 +$7.23M
3 +$6.2M
4
CCMP
CMC Materials, Inc. Common Stock
CCMP
+$6.1M
5
OSK icon
Oshkosh
OSK
+$5.63M

Sector Composition

1 Financials 23.09%
2 Industrials 12.77%
3 Healthcare 11.64%
4 Technology 8.99%
5 Energy 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-1,652
177
-174,025