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
$504M
AUM Growth
+$7.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$23.5M
2 +$4.77M
3 +$3.2M
4
TOL icon
Toll Brothers
TOL
+$1.89M
5
LLTC
Linear Technology Corp
LLTC
+$1.04M

Top Sells

1 +$20M
2 +$3.8M
3 +$1.66M
4
RHI icon
Robert Half
RHI
+$1.38M
5
SM icon
SM Energy
SM
+$554K

Sector Composition

1 Industrials 39.47%
2 Technology 14.22%
3 Financials 11.69%
4 Consumer Discretionary 11.49%
5 Materials 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$235K 0.05%
1,900
-200
27
-1,809,075