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
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1 +$19M
2 +$8.54M
3 +$7.39M
4
FAST icon
Fastenal
FAST
+$3.65M
5
XYL icon
Xylem
XYL
+$2.74M

Top Sells

1 +$16.3M
2 +$8.01M
3 +$7.02M
4
CSX icon
CSX Corp
CSX
+$6.55M
5
SM icon
SM Energy
SM
+$1.73M

Sector Composition

1 Industrials 37.58%
2 Technology 19.73%
3 Financials 10.15%
4 Healthcare 9.42%
5 Materials 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$235K 0.05%
+2,200
27
$82K 0.02%
+250,000
28
-86,400
29
-289,300
30
-25,000