DWT
Dorsey & Whitney Trust Portfolio holdings
AUM
$1.89B
1-Year Return
13.85%
This Quarter Return
+2.18%
1 Year Return
+13.85%
3 Year Return
+70.28%
5 Year Return
+113.26%
10 Year Return
+252.18%
AUM
$302M
AUM Growth
–
Cap. Flow
+$302M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
26.66%
Holding
239
New
239
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Medtronic
MDT
|
$13.7M |
| 2 |
Johnson & Johnson
JNJ
|
$8.74M |
| 3 |
Target
TGT
|
$8.19M |
| 4 |
VAL
Valspar
VAL
|
$7.48M |
| 5 |
3M
MMM
|
$7.46M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 18.39% |
| 2 | Healthcare | 18.3% |
| 3 | Financials | 10.79% |
| 4 | Consumer Staples | 10% |
| 5 | Technology | 7.74% |
