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
$920M
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$900K
2 +$620K
3 +$553K
4
ABT icon
Abbott
ABT
+$516K
5
APH icon
Amphenol
APH
+$488K

Top Sells

1 +$12.9M

Sector Composition

1 Technology 38.66%
2 Financials 21.95%
3 Healthcare 11.03%
4 Industrials 10.37%
5 Consumer Discretionary 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$86K 0.01%
940
52
-116,788