DAM

Doheny Asset Management Portfolio holdings

AUM $158M
1-Year Est. Return 30.74%
This Quarter Est. Return
1 Year Est. Return
+30.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
+$1.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$1.73M
2 +$1.68M
3 +$1.19M
4
QCOM icon
Qualcomm
QCOM
+$1.12M
5
PBCT
People's United Financial Inc
PBCT
+$875K

Top Sells

1 +$1.74M
2 +$1.37M
3 +$687K
4
HD icon
Home Depot
HD
+$623K
5
MPW icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,320