DP

Dundas Partners Portfolio holdings

AUM $1.42B
1-Year Est. Return 19.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$709M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$11.7M
2 +$7.29M
3 +$6.14M
4
FDS icon
Factset
FDS
+$6.05M
5
EBAY icon
eBay
EBAY
+$1.03M

Top Sells

1 +$7.03M

Sector Composition

1 Technology 41.46%
2 Financials 17.9%
3 Healthcare 15.85%
4 Consumer Discretionary 7.26%
5 Communication Services 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$3K ﹤0.01%
+44
52
$3K ﹤0.01%
+24
53
$3K ﹤0.01%
+89
54
$2K ﹤0.01%
+17
55
$2K ﹤0.01%
+9
56
$2K ﹤0.01%
+52