DVM
Dreman Value Management Portfolio holdings
AUM
$221M
1-Year Return
11.98%
This Quarter Return
+1.71%
1 Year Return
+11.98%
3 Year Return
+36.59%
5 Year Return
–
10 Year Return
–
AUM
$182M
AUM Growth
+$6.84M
(+3.9%)
Cap. Flow
+$5.03M
Cap. Flow
% of AUM
2.77%
Top 10 Holdings %
Top 10 Hldgs %
15.94%
Holding
451
New
211
Increased
71
Reduced
141
Closed
24
Top Buys
| 1 |
AET
Aetna Inc
AET
|
+$1.11M |
| 2 |
Morgan Stanley
MS
|
+$1.06M |
| 3 |
Zimmer Biomet
ZBH
|
+$1.06M |
| 4 |
Amgen
AMGN
|
+$1.04M |
| 5 |
CVS Health
CVS
|
+$1.04M |
Top Sells
| 1 |
Quanta Services
PWR
|
+$1.35M |
| 2 |
TotalEnergies
TTE
|
+$1.09M |
| 3 |
PNC Financial Services
PNC
|
+$1.05M |
| 4 |
KeyCorp
KEY
|
+$864K |
| 5 |
Bank of America
BAC
|
+$754K |
Sector Composition
| 1 | Financials | 36.86% |
| 2 | Technology | 15.3% |
| 3 | Healthcare | 10.94% |
| 4 | Industrials | 8.19% |
| 5 | Consumer Discretionary | 7.06% |
