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
$1.64B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$7.45M
2 +$6.9M
3 +$5.53M
4
WBS icon
Webster Financial
WBS
+$5.08M
5
MUSA icon
Murphy USA
MUSA
+$3.06M

Top Sells

1 +$13.1M
2 +$9.57M
3 +$9.38M
4
LRCX icon
Lam Research
LRCX
+$8.27M
5
MU icon
Micron Technology
MU
+$5.27M

Sector Composition

1 Technology 19.05%
2 Industrials 18.65%
3 Financials 18.37%
4 Healthcare 10.3%
5 Energy 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-672,857