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
-$753K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$8.71M
2 +$6.62M
3 +$5.61M
4
PWR icon
Quanta Services
PWR
+$4.01M
5
ECL icon
Ecolab
ECL
+$3.18M

Top Sells

1 +$17.8M
2 +$10.5M
3 +$9.68M
4
FI icon
Fiserv
FI
+$5.78M
5
SM icon
SM Energy
SM
+$2.38M

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
$144K 0.03%
350,000
+100,000
28
-192,820