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
$1.15B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$16.6M
2 +$1.58M
3 +$1.05M
4
HDB icon
HDFC Bank
HDB
+$879K
5
BRO icon
Brown & Brown
BRO
+$496K

Top Sells

1 +$24.4M
2 +$232K
3 +$104K
4
COHR icon
Coherent
COHR
+$93K
5
MKSI icon
MKS Inc
MKSI
+$55.8K

Sector Composition

1 Technology 31.97%
2 Financials 23.7%
3 Healthcare 13.45%
4 Industrials 13.08%
5 Consumer Discretionary 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-260,273