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
$1.29B
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$46M
2 +$22M
3 +$20.3M
4
WRB icon
W.R. Berkley
WRB
+$5.7M
5
RMD icon
ResMed
RMD
+$4.83M

Top Sells

1 +$50.4M
2 +$27.4M
3 +$11.2M
4
EBAY icon
eBay
EBAY
+$6.94M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.35M

Sector Composition

1 Financials 26.23%
2 Technology 25.67%
3 Industrials 16.73%
4 Healthcare 14.88%
5 Consumer Discretionary 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,449
52
-2,615