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
$1.1B
AUM Growth
+$295M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$18.8M
2 +$16.6M
3 +$14.3M
4
MSFT icon
Microsoft
MSFT
+$14.2M
5
V icon
Visa
V
+$10.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 39.34%
2 Financials 19.67%
3 Healthcare 12.47%
4 Industrials 8.29%
5 Consumer Discretionary 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$168K 0.02%
1,531
52
$168K 0.02%
2,901
53
$159K 0.01%
1,343
54
$139K 0.01%
509
55
$115K 0.01%
3,118
56
$92K 0.01%
940