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
$478M
AUM Growth
-$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$14.7M
2 +$4.54M
3 +$4.37M
4
EPAY
Bottomline Technologies Inc
EPAY
+$690K
5
MET icon
MetLife
MET
+$602K

Top Sells

1 +$8.74M
2 +$7.55M
3 +$3.97M
4
INTU icon
Intuit
INTU
+$1.59M
5
FI icon
Fiserv
FI
+$717K

Sector Composition

1 Industrials 33.64%
2 Technology 20.86%
3 Materials 11.33%
4 Healthcare 8.73%
5 Financials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$602K 0.13%
+12,566
27
$458K 0.1%
86,400
-22,200
28
-16,898