DFIM
Detwiler Fenton Investment Management Portfolio holdings
AUM
$19.3M
This Quarter Return
+3.28%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$31.1M
AUM Growth
+$31.1M
(-67%)
Cap. Flow
-$64.5M
Cap. Flow
% of AUM
-207.8%
Top 10 Holdings %
Top 10 Hldgs %
37.29%
Holding
103
New
19
Increased
17
Reduced
33
Closed
30
Top Buys
| 1 |
Cigna
CI
|
$1.13M |
| 2 |
Starbucks
SBUX
|
$848K |
| 3 |
American International
AIG
|
$436K |
| 4 |
Elevance Health
ELV
|
$289K |
| 5 |
Wells Fargo
WFC
|
$281K |
Top Sells
| 1 |
Apple
AAPL
|
$5.31M |
| 2 |
Monster Beverage
MNST
|
$5.15M |
| 3 |
Nike
NKE
|
$4.07M |
| 4 |
Novo Nordisk
NVO
|
$3.95M |
| 5 |
Carter's
CRI
|
$3.85M |
Sector Composition
| 1 | Technology | 16.1% |
| 2 | Healthcare | 16.09% |
| 3 | Consumer Discretionary | 11.24% |
| 4 | Communication Services | 10.4% |
| 5 | Industrials | 9.98% |
