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
$1.06B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$29.4M
2 +$26.9M
3 +$3.76M
4
SIGI icon
Selective Insurance
SIGI
+$207K
5
JBTM
JBT Marel
JBTM
+$66.7K

Top Sells

1 +$4.86M
2 +$4.4M
3 +$4.38M
4
LFUS icon
Littelfuse
LFUS
+$3.81M
5
NATI
National Instruments Corp
NATI
+$332K

Sector Composition

1 Technology 36.68%
2 Financials 21.85%
3 Healthcare 13.04%
4 Industrials 11.52%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$102K 0.01%
2,332
52
$68K 0.01%
347
53
-3,118
54
-6,330