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
DUOL icon
676
Duolingo
DUOL
$9.23B
$1.79K ﹤0.01%
+6
BOKF icon
677
BOK Financial
BOKF
$7.34B
$1.78K ﹤0.01%
16
JXN icon
678
Jackson Financial
JXN
$6.68B
$1.78K ﹤0.01%
18
SAIA icon
679
Saia
SAIA
$8.82B
$1.78K ﹤0.01%
6
BEN icon
680
Franklin Resources
BEN
$12.2B
$1.77K ﹤0.01%
69
+11
ARW icon
681
Arrow Electronics
ARW
$5.79B
$1.77K ﹤0.01%
14
FCFS icon
682
FirstCash
FCFS
$6.79B
$1.77K ﹤0.01%
12
OXY icon
683
Occidental Petroleum
OXY
$41.8B
$1.76K ﹤0.01%
37
+12
TOST icon
684
Toast
TOST
$21B
$1.76K ﹤0.01%
39
-15,003
SN icon
685
SharkNinja
SN
$15.3B
$1.75K ﹤0.01%
15
SNV icon
686
Synovus
SNV
$7.01B
$1.75K ﹤0.01%
34
-1
ALSN icon
687
Allison Transmission
ALSN
$7.7B
$1.75K ﹤0.01%
20
FIVE icon
688
Five Below
FIVE
$9.55B
$1.74K ﹤0.01%
12
+10
WST icon
689
West Pharmaceutical
WST
$20.2B
$1.73K ﹤0.01%
7
+5
BSY icon
690
Bentley Systems
BSY
$13.1B
$1.73K ﹤0.01%
31
-1
SSD icon
691
Simpson Manufacturing
SSD
$7.03B
$1.72K ﹤0.01%
9
SWK icon
692
Stanley Black & Decker
SWK
$11.2B
$1.71K ﹤0.01%
23
-9
FYBR icon
693
Frontier Communications
FYBR
$9.51B
$1.71K ﹤0.01%
46
ATGE icon
694
Adtalem Global Education
ATGE
$3.43B
$1.7K ﹤0.01%
13
PNW icon
695
Pinnacle West Capital
PNW
$10.6B
$1.7K ﹤0.01%
19
BDC icon
696
Belden
BDC
$4.79B
$1.69K ﹤0.01%
13
GPN icon
697
Global Payments
GPN
$18.7B
$1.69K ﹤0.01%
19
+2
BG icon
698
Bunge Global
BG
$18.1B
$1.69K ﹤0.01%
20
-5
GATX icon
699
GATX Corp
GATX
$5.97B
$1.68K ﹤0.01%
10
TXT icon
700
Textron
TXT
$14.7B
$1.68K ﹤0.01%
21