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
$398M
AUM Growth
-$45.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$17.1M
2 +$12.1M
3 +$10.4M
4
TMX
Terminix Global Holdings, Inc.
TMX
+$9.02M
5
BMY icon
Bristol-Myers Squibb
BMY
+$8.76M

Top Sells

1 +$8.62M
2 +$1.31M
3 +$1.28M
4
SP
SP Plus Corporation
SP
+$1.04M
5
SCI icon
Service Corp International
SCI
+$265K

Sector Composition

1 Industrials 19.18%
2 Consumer Discretionary 16.47%
3 Materials 16%
4 Healthcare 15.09%
5 Communication Services 12.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-7,000