DWT

Dorsey & Whitney Trust Portfolio holdings

AUM $1.89B
1-Year Est. Return 16.93%
This Quarter Est. Return
1 Year Est. Return
+16.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$437M
AUM Growth
-$135K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$838K
3
+$703K
4
GWB
Great Western Bancorp, Inc.
GWB
+$514K
5
SCHW icon
Charles Schwab
SCHW
+$363K

Top Sells

1
+$1.56M
2
+$828K
3
+$785K
4
MTSC
MTS Systems Corp
MTSC
+$662K
5
CHD icon
Church & Dwight Co
CHD
+$658K

Sector Composition

1 Industrials 19.29%
2 Healthcare 17.33%
3 Financials 10.62%
4 Technology 9.7%
5 Consumer Staples 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
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