DP

Dundas Partners Portfolio holdings

AUM $1.44B
1-Year Est. Return 19.98%
This Quarter Est. Return
1 Year Est. Return
+19.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.44B
AUM Growth
+$80.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$48.4M
2 +$7.31M
3 +$5.37M
4
HDB icon
HDFC Bank
HDB
+$3.82M
5
ABT icon
Abbott
ABT
+$3.63M

Top Sells

1 +$47.4M
2 +$28M
3 +$27.4M
4
NDSN icon
Nordson
NDSN
+$24.1M
5
TSM icon
TSMC
TSM
+$1.52M

Sector Composition

1 Financials 31.79%
2 Technology 25.63%
3 Healthcare 15.93%
4 Industrials 14.06%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
POWI icon
51
Power Integrations
POWI
$2.33B
-4,211