DAM
Doheny Asset Management Portfolio holdings
AUM
$143M
This Quarter Return
+3.88%
1 Year Return
+18.72%
3 Year Return
+131.17%
5 Year Return
–
10 Year Return
–
AUM
$120M
AUM Growth
+$120M
(+1.7%)
Cap. Flow
+$1.13M
Cap. Flow
% of AUM
0.95%
Top 10 Holdings %
Top 10 Hldgs %
31.85%
Holding
101
New
6
Increased
26
Reduced
36
Closed
9
Top Buys
| 1 |
Walt Disney
DIS
|
$1.73M |
| 2 |
Archrock
AROC
|
$1.68M |
| 3 |
DATA
Tableau Software, Inc.
DATA
|
$1.19M |
| 4 |
Qualcomm
QCOM
|
$1.12M |
| 5 |
PBCT
People's United Financial Inc
PBCT
|
$875K |
Top Sells
| 1 |
Charles Schwab
SCHW
|
$1.74M |
| 2 |
Apple
AAPL
|
$1.37M |
| 3 |
Constellation Brands
STZ
|
$687K |
| 4 |
Home Depot
HD
|
$623K |
| 5 |
Medical Properties Trust
MPW
|
$616K |
Sector Composition
| 1 | Technology | 25.46% |
| 2 | Healthcare | 15.16% |
| 3 | Real Estate | 12.42% |
| 4 | Communication Services | 10.55% |
| 5 | Energy | 10.28% |