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
$860M
AUM Growth
-$64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$6.19M
2 +$4.28M
3 +$3.5M
4
KEYS icon
Keysight
KEYS
+$2.8M
5
HD icon
Home Depot
HD
+$1.52M

Top Sells

1 +$26.8M
2 +$26.7M
3 +$155K

Sector Composition

1 Technology 38.39%
2 Financials 22.21%
3 Healthcare 10.39%
4 Industrials 9.73%
5 Consumer Discretionary 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$101K 0.01%
2,901
52
$74K 0.01%
940
53
-417,608
54
-1,365
55
-706,740