DFIM

Detwiler Fenton Investment Management Portfolio holdings

AUM $19.3M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$88.6M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1 +$4.32M
2 +$4.06M
3 +$3.89M
4
PRXL
Parexel International Corp
PRXL
+$3.52M
5
JLL icon
Jones Lang LaSalle
JLL
+$1.11M

Top Sells

1 +$4.88M
2 +$4.54M
3 +$3.99M
4
AKRX
Akorn Inc
AKRX
+$3.9M
5
AXP icon
American Express
AXP
+$3.81M

Sector Composition

1 Consumer Discretionary 15.97%
2 Technology 15.96%
3 Industrials 12.44%
4 Healthcare 10.31%
5 Communication Services 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,885
77
-46,727
78
-52,860
79
-44,928
80
-78,361
81
-2,203
82
-27,374
83
-107,392
84
-207,633
85
-12,179