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
$956M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$3.05M
2 +$644K
3 +$594K
4
KEYS icon
Keysight
KEYS
+$591K
5
MSFT icon
Microsoft
MSFT
+$448K

Top Sells

1 +$19.4M
2 +$12.8M
3 +$767K
4
LFUS icon
Littelfuse
LFUS
+$699K
5
COST icon
Costco
COST
+$601K

Sector Composition

1 Technology 38.45%
2 Financials 21.32%
3 Healthcare 11.46%
4 Industrials 10.84%
5 Consumer Discretionary 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$47K ﹤0.01%
3,118
52
-735,666