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

Top Buys

1 +$56.9M
2 +$23.5M
3 +$19.6M
4
WRB icon
W.R. Berkley
WRB
+$5.58M
5
RMD icon
ResMed
RMD
+$4.56M

Top Sells

1 +$45.6M
2 +$28.3M
3 +$12M
4
EBAY icon
eBay
EBAY
+$7.15M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.84M

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