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
$361M
AUM Growth
-$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$1.51M
2 +$1.03M
3 +$53.6K
4
ROP icon
Roper Technologies
ROP
+$38.8K
5
NXE icon
NexGen Energy
NXE
+$29.2K

Top Sells

1 +$21.7M
2 +$15.3M
3 +$14.8M
4
MDT icon
Medtronic
MDT
+$13.6M
5
SP
SP Plus Corporation
SP
+$11.1M

Sector Composition

1 Materials 25.12%
2 Consumer Discretionary 15.78%
3 Industrials 14.54%
4 Financials 14.07%
5 Healthcare 11.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-138,110
27
-101,476