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
$1.43B
AUM Growth
+$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$61.3M
2 +$5.37M
3 +$4.58M
4
MSFT icon
Microsoft
MSFT
+$2.57M
5
BRO icon
Brown & Brown
BRO
+$2.44M

Top Sells

1 +$17.2M
2 +$16.7M
3 +$2.84M
4
ALC icon
Alcon
ALC
+$1.86M
5
RBA icon
RB Global
RBA
+$1.78M

Sector Composition

1 Financials 27.33%
2 Technology 26.17%
3 Healthcare 14.32%
4 Industrials 12.1%
5 Consumer Discretionary 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-108,336