DPW

DiNuzzo Private Wealth Portfolio holdings

AUM $882M
1-Year Est. Return 8.21%
This Quarter Est. Return
1 Year Est. Return
+8.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$882M
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,403
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.16%
2 Consumer Discretionary 0.55%
3 Financials 0.43%
4 Industrials 0.25%
5 Energy 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HEI icon
651
HEICO Corp
HEI
$43.5B
$1.87K ﹤0.01%
6
IAC icon
652
IAC Inc
IAC
$2.85B
$1.87K ﹤0.01%
51
HAS icon
653
Hasbro
HAS
$11.4B
$1.87K ﹤0.01%
23
AWK icon
654
American Water Works
AWK
$25.3B
$1.87K ﹤0.01%
13
POOL icon
655
Pool Corp
POOL
$8.92B
$1.86K ﹤0.01%
6
ATI icon
656
ATI
ATI
$13.6B
$1.86K ﹤0.01%
24
TRU icon
657
TransUnion
TRU
$16.4B
$1.86K ﹤0.01%
21
OMF icon
658
OneMain Financial
OMF
$7.61B
$1.86K ﹤0.01%
30
EXPI icon
659
eXp World Holdings
EXPI
$1.74B
$1.85K ﹤0.01%
8
AGCO icon
660
AGCO
AGCO
$7.85B
$1.84K ﹤0.01%
17
+2
MORN icon
661
Morningstar
MORN
$8.97B
$1.84K ﹤0.01%
7
CMA icon
662
Comerica
CMA
$10.8B
$1.84K ﹤0.01%
26
FE icon
663
FirstEnergy
FE
$25.9B
$1.83K ﹤0.01%
42
+3
IBP icon
664
Installed Building Products
IBP
$7.23B
$1.83K ﹤0.01%
7
TPR icon
665
Tapestry
TPR
$23.8B
$1.83K ﹤0.01%
18
CHE icon
666
Chemed
CHE
$5.95B
$1.83K ﹤0.01%
+4
HUM icon
667
Humana
HUM
$31B
$1.82K ﹤0.01%
6
ESNT icon
668
Essent Group
ESNT
$5.98B
$1.82K ﹤0.01%
29
LULU icon
669
lululemon athletica
LULU
$22.5B
$1.82K ﹤0.01%
9
+1
ATR icon
670
AptarGroup
ATR
$8B
$1.81K ﹤0.01%
13
WAT icon
671
Waters Corp
WAT
$23.5B
$1.81K ﹤0.01%
6
DXCM icon
672
DexCom
DXCM
$25.5B
$1.81K ﹤0.01%
24
+6
AMG icon
673
Affiliated Managers Group
AMG
$7.68B
$1.8K ﹤0.01%
8
BIO icon
674
Bio-Rad Laboratories Class A
BIO
$8.57B
$1.79K ﹤0.01%
6
CMC icon
675
Commercial Metals
CMC
$7.42B
$1.79K ﹤0.01%
31
+1