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DVM

Dreman Value Management Portfolio holdings

AUM $221M
1-Year Est. Return 11.98%
This Fund
S&P 500
This Quarter Est. Return
+4.14%
1 Year Est. Return
+11.98%
3 Year Est. Return
+36.62%
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
-$3.76M
Cap. Flow
-$9.23M
Cap. Flow %
-5.29%
Top 10 Hldgs %
15.23%
Holding
451
New
3
Increased
14
Reduced
53
Closed
211

Top Buys

Rank Stock Value
1
RAI
Reynolds American Inc
RAI
+$1.17M
2
KR icon
Kroger
KR
+$1.16M
3
APC
Anadarko Petroleum
APC
+$1.14M
4
WFC icon
Wells Fargo
WFC
+$916K
5
PBI icon
Pitney Bowes
PBI
+$777K

Sector Composition

Rank Sector Weight
1 Financials 36.53%
2 Technology 15.59%
3 Consumer Discretionary 10.64%
4 Industrials 10.14%
5 Healthcare 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AVNT icon
251
Avient
AVNT
$3.45B
-306
Closed -$10K
AZN icon
252
AstraZeneca
AZN
$263B
-90
Closed -$5K
BANC icon
253
Banc of California
BANC
$3.28B
-138
Closed -$2K
BANF icon
254
BancFirst
BANF
$3.92B
-72
Closed -$3K
BCS icon
255
Barclays
BCS
$94.1B
-551
Closed -$6K
BHE icon
256
Benchmark Electronics
BHE
$2.91B
-95
Closed -$3K
BBT
257
Beacon Financial Corp
BBT
$2.53B
-4,755
Closed -$175K
BHP icon
258
BHP
BHP
$213B
-198
Closed -$6K
BIIB icon
259
Biogen
BIIB
$29.9B
-602
Closed -$171K
BKE icon
260
Buckle
BKE
$2.19B
-362
Closed -$8K
BOKF icon
261
BOK Financial
BOKF
$8.64B
-158
Closed -$13K
BX icon
262
Blackstone
BX
$104B
-1,321
Closed -$36K
CAH icon
263
Cardinal Health
CAH
$53.4B
-2,278
Closed -$164K
CB icon
264
Chubb
CB
$140B
-377
Closed -$50K
CFR icon
265
Cullen/Frost Bankers
CFR
$10.3B
-342
Closed -$30K
CI icon
266
Cigna
CI
$76.6B
-39
Closed -$5K
CMC icon
267
Commercial Metals
CMC
$7.63B
-785
Closed -$17K
CMI icon
268
Cummins
CMI
$91.7B
-162
Closed -$22K
CNA icon
269
CNA Financial
CNA
$14.5B
-303
Closed -$13K
CPRI icon
270
Capri Holdings
CPRI
$1.77B
-101
Closed -$4K
CRUS icon
271
Cirrus Logic
CRUS
$6.74B
-331
Closed -$19K
CSX icon
272
CSX Corp
CSX
$98.6B
-5,010
Closed -$60K
CUBI icon
273
Customers Bancorp
CUBI
$2.59B
-89
Closed -$3K
CXT icon
274
Crane NXT
CXT
$3.04B
-633
Closed -$16K
CXW icon
275
CoreCivic
CXW
$3.1B
-20,042
Closed -$490K

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Dreman Value Management's Q1 2017 Portfolio in Review

As of Q1 2017, Dreman Value Management held 451 positions worth $175M, down 2.1% from $178M the previous quarter. Its ten largest holdings account for 15% of the portfolio.

Dreman Value Management withdrew a net $9.23M in Q1 2017, closing 211 positions and reducing 53 holdings. Its most notable exit was Plains GP Holdings, an estimated $1.66M position sold in full.

By sector, the portfolio is most concentrated in Financials at 37% of assets, up from 36% a quarter earlier, followed by Technology and Consumer Discretionary.

Against the trend, Dreman Value Management opened a new position in Reynolds American Inc worth $1.22M.

  • Dreman Value Management's largest Q1 2017 buy was Reynolds American Inc: 19,425 shares worth $1.22M.
  • Dreman Value Management added most to Kroger in Q1 2017, an estimated $1.16M increase.
  • Dreman Value Management's biggest Q1 2017 reduction was Thermo Fisher Scientific, cutting an estimated $1.35M.
  • Dreman Value Management fully exited Plains GP Holdings in Q1 2017, selling an estimated $1.66M.
  • Dreman Value Management's ten largest holdings make up 15% of its $175M portfolio in Q1 2017.
  • Dreman Value Management opened 3 new positions and closed 211 in Q1 2017.
  • Dreman Value Management's portfolio value fell 2.1% quarter-over-quarter to $175M.

Based on Dreman Value Management's 13F filing for Q1 2017, filed 15 May 2017.