DS

Dudley & Shanley Portfolio holdings

AUM $622M
1-Year Est. Return 16.22%
This Quarter Est. Return
1 Year Est. Return
+16.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$497M
AUM Growth
+$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$17.1M
2 +$13.2M
3 +$6.92M
4
SM icon
SM Energy
SM
+$202K
5
MTD icon
Mettler-Toledo International
MTD
+$165K

Top Sells

1 +$18.3M
2 +$11.4M
3 +$10.9M
4
BSFT
BroadSoft, Inc.
BSFT
+$3.79M
5
BECN
Beacon Roofing Supply, Inc.
BECN
+$144K

Sector Composition

1 Industrials 36.01%
2 Technology 21.22%
3 Healthcare 8.87%
4 Materials 8.26%
5 Consumer Discretionary 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$406K 0.08%
16,898
+5,833
27
-187,850
28
-211,953
29
-128,600