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

Top Buys

1 +$31.9M
2 +$24.7M
3 +$4M
4
SIGI icon
Selective Insurance
SIGI
+$201K
5
JBTM
JBT Marel
JBTM
+$73.8K

Top Sells

1 +$5.13M
2 +$4.78M
3 +$4.53M
4
LFUS icon
Littelfuse
LFUS
+$4.23M
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