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
CMI icon
126
Cummins
CMI
$71B
$52.2K 0.01%
131
COF icon
127
Capital One
COF
$146B
$49.8K 0.01%
219
-7
INTC icon
128
Intel
INTC
$196B
$46.9K 0.01%
1,924
+138
SNPS icon
129
Synopsys
SNPS
$88.6B
$46.5K 0.01%
77
+56
PPG icon
130
PPG Industries
PPG
$22.6B
$45K 0.01%
405
+4
BDX icon
131
Becton Dickinson
BDX
$55.1B
$44.2K 0.01%
229
+2
ACWI icon
132
iShares MSCI ACWI ETF
ACWI
$24.5B
$43.8K 0.01%
328
-19
GE icon
133
GE Aerospace
GE
$309B
$43.8K 0.01%
159
ELV icon
134
Elevance Health
ELV
$74B
$43.7K 0.01%
137
-10
COP icon
135
ConocoPhillips
COP
$115B
$42K ﹤0.01%
424
+4
CSCO icon
136
Cisco
CSCO
$306B
$41.7K ﹤0.01%
604
KO icon
137
Coca-Cola
KO
$304B
$39.2K ﹤0.01%
569
TOL icon
138
Toll Brothers
TOL
$13.7B
$38.9K ﹤0.01%
280
+1
KKR icon
139
KKR & Co
KKR
$114B
$38.5K ﹤0.01%
276
PLTR icon
140
Palantir
PLTR
$421B
$37.6K ﹤0.01%
240
TMO icon
141
Thermo Fisher Scientific
TMO
$215B
$37.4K ﹤0.01%
76
VO icon
142
Vanguard Mid-Cap ETF
VO
$89.7B
$34.8K ﹤0.01%
120
ETN icon
143
Eaton
ETN
$132B
$34.2K ﹤0.01%
98
-2
OHI icon
144
Omega Healthcare
OHI
$13.6B
$34.1K ﹤0.01%
800
VRT icon
145
Vertiv
VRT
$70.4B
$34.1K ﹤0.01%
267
+3
PGR icon
146
Progressive
PGR
$134B
$33.8K ﹤0.01%
137
-2
AJG icon
147
Arthur J. Gallagher & Co
AJG
$63.1B
$33K ﹤0.01%
109
YUM icon
148
Yum! Brands
YUM
$40.6B
$32.6K ﹤0.01%
222
NFLX icon
149
Netflix
NFLX
$437B
$32.6K ﹤0.01%
270
EPD icon
150
Enterprise Products Partners
EPD
$70.4B
$32.1K ﹤0.01%
1,000