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
$924M
AUM Growth
-$176M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$10.5M
2 +$4.86M
3 +$4.56M
4
AXP icon
American Express
AXP
+$3.73M
5
EFX icon
Equifax
EFX
+$3.25M

Top Sells

1 +$17.2M
2 +$11.7M
3 +$4.55M

Sector Composition

1 Technology 40.68%
2 Financials 20.25%
3 Healthcare 12.97%
4 Industrials 8.75%
5 Consumer Discretionary 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$148K 0.02%
1,343
52
$132K 0.01%
2,901
53
$123K 0.01%
509
54
$106K 0.01%
3,118
55
$76K 0.01%
940
56
-130,866
57
-106,484