DA
Duality Advisers Portfolio holdings
AUM
$1.01B
1-Year Est. Return
14.52%
1 Year Est. Return
+14.52%
AUM
$1.01B
AUM Growth
+$67.6M
(+7.2%)
Holding
782
Top Buys
| 1 | +$6.8M | |
| 2 | +$6.76M | |
| 3 | +$6.75M | |
| 4 |
CMS Energy
CMS
|
+$6.54M |
| 5 |
American Electric Power
AEP
|
+$6.48M |
Top Sells
| 1 | +$7.51M | |
| 2 | +$7.15M | |
| 3 | +$6.77M | |
| 4 |
Ferrari
RACE
|
+$6.77M |
| 5 |
Hershey
HSY
|
+$6.7M |
Sector Composition
| 1 | Industrials | 16.14% |
| 2 | Technology | 13.76% |
| 3 | Healthcare | 13.51% |
| 4 | Consumer Discretionary | 13.13% |
| 5 | Financials | 12.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
776
Jefferies Financial Group
JEF
$13.1B
| – | – |
-87,069
|
|
||
777
Artisan Partners
APAM
$3.12B
| – | – |
-10,251
|
|
||
778
Brookfield
BN
$106B
| – | – |
-53,930
|
|
||
779
Bristol-Myers Squibb
BMY
$112B
| – | – |
-65,143
|
|
||
780
Box
BOX
$3.7B
| – | – |
-25,595
|
|
||
781
Berkshire Hathaway Class B
BRK.B
$1.06T
| – | – |
-9,289
|
|
||
782
Blackstone Mortgage Trust
BXMT
$3.29B
| – | – |
-10,391
|
|