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DS
Dudley & Shanley Portfolio holdings
AUM
$662M
1-Year Est. Return
10.7%
This Fund
S&P 500
This Quarter
Est. Return
+4.56%
1 Year Est. Return
+10.7%
3 Year Est. Return
+57.04%
5 Year Est. Return
+90.57%
10 Year Est. Return
+304.94%
AUM
$554M
AUM Growth
+$32.4M
(+6.2%)
Cap. Flow
+$14.5M
Cap. Flow
% of AUM
2.61%
Top 10 Holdings %
Top 10 Hldgs %
55.78%
Holding
39
New
3
Increased
9
Reduced
6
Closed
2
Top Buys
| 1 |
West Pharmaceutical
WST
|
+$8.09M |
| 2 |
Ball Corp
BALL
|
+$6.65M |
| 3 |
Analog Devices
ADI
|
+$6.62M |
| 4 |
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
|
+$6.43M |
| 5 |
Rollins
ROL
|
+$5.94M |
Top Sells
| 1 |
TJX Companies
TJX
|
+$18.2M |
| 2 |
ABM Industries
ABM
|
+$9.36M |
| 3 |
Wabtec
WAB
|
+$8.03M |
| 4 |
Wheaton Precious Metals
WPM
|
+$95K |
| 5 |
Progressive
PGR
|
+$73.7K |
Sector Composition
| 1 | Financials | 20.27% |
| 2 | Technology | 16.06% |
| 3 | Materials | 14.72% |
| 4 | Industrials | 13.26% |
| 5 | Healthcare | 11.43% |
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