DS

Dudley & Shanley Portfolio holdings

AUM $622M
1-Year Est. Return 19.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$497M
AUM Growth
-$753K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$8.24M
2 +$6.6M
3 +$5.65M
4
PWR icon
Quanta Services
PWR
+$3.94M
5
ECL icon
Ecolab
ECL
+$3.05M

Top Sells

1 +$17.8M
2 +$9.84M
3 +$9.29M
4
FISV
Fiserv Inc
FISV
+$5.56M
5
SM icon
SM Energy
SM
+$2M

Sector Composition

1 Industrials 42.49%
2 Technology 15.27%
3 Financials 11.41%
4 Materials 9.89%
5 Consumer Discretionary 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$209K 0.04%
+8,025
27
-192,820