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
VNT icon
876
Vontier
VNT
$5.25B
$987 ﹤0.01%
23
EMN icon
877
Eastman Chemical
EMN
$7.02B
$985 ﹤0.01%
14
-6
KMX icon
878
CarMax
KMX
$5.7B
$982 ﹤0.01%
16
-8
CRVL icon
879
CorVel
CRVL
$3.54B
$980 ﹤0.01%
11
+1
ESI icon
880
Element Solutions
ESI
$6.39B
$978 ﹤0.01%
38
AES icon
881
AES
AES
$9.91B
$975 ﹤0.01%
72
+48
TTC icon
882
Toro Company
TTC
$6.97B
$973 ﹤0.01%
12
-3
DORM icon
883
Dorman Products
DORM
$3.87B
$971 ﹤0.01%
6
OLED icon
884
Universal Display
OLED
$5.77B
$971 ﹤0.01%
7
MAT icon
885
Mattel
MAT
$6.57B
$970 ﹤0.01%
53
+5
SWX icon
886
Southwest Gas
SWX
$5.71B
$959 ﹤0.01%
12
UBSI icon
887
United Bankshares
UBSI
$5.3B
$959 ﹤0.01%
25
-1
MIDD icon
888
Middleby
MIDD
$6.36B
$958 ﹤0.01%
7
-5
VLTO icon
889
Veralto
VLTO
$25.4B
$956 ﹤0.01%
9
+3
RLI icon
890
RLI Corp
RLI
$5.74B
$949 ﹤0.01%
14
-2
CLX icon
891
Clorox
CLX
$12.8B
$946 ﹤0.01%
8
-3
NJR icon
892
New Jersey Resources
NJR
$4.54B
$946 ﹤0.01%
20
-2
BFAM icon
893
Bright Horizons
BFAM
$5.83B
$945 ﹤0.01%
8
VLY icon
894
Valley National Bancorp
VLY
$6.44B
$942 ﹤0.01%
90
AXTA icon
895
Axalta
AXTA
$6.2B
$938 ﹤0.01%
30
-2
MCY icon
896
Mercury Insurance
MCY
$4.98B
$928 ﹤0.01%
12
VCTR icon
897
Victory Capital Holdings
VCTR
$4.13B
$927 ﹤0.01%
13
CALM icon
898
Cal-Maine
CALM
$4.11B
$926 ﹤0.01%
8
ENS icon
899
EnerSys
ENS
$5.45B
$924 ﹤0.01%
9
DOCU icon
900
DocuSign
DOCU
$13.2B
$920 ﹤0.01%
12