DP
Dundas Partners Portfolio holdings
AUM
$1.44B
1-Year Est. Return
19.98%
1 Year Est. Return
+19.98%
AUM
$1.36B
AUM Growth
-$67.6M
(-4.7%)
Holding
53
Top Buys
| 1 | +$22.6M | |
| 2 | +$21.4M | |
| 3 | +$2.6M | |
| 4 |
Zoetis
ZTS
|
+$2.57M |
| 5 |
Thermo Fisher Scientific
TMO
|
+$2.45M |
Top Sells
| 1 | +$61.3M | |
| 2 | +$28.1M | |
| 3 | +$10.1M | |
| 4 |
PayPal
PYPL
|
+$452K |
| 5 |
MKS Inc
MKSI
|
+$229K |
Sector Composition
| 1 | Financials | 32.62% |
| 2 | Technology | 26.65% |
| 3 | Healthcare | 16.33% |
| 4 | Industrials | 12.15% |
| 5 | Consumer Discretionary | 7.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
PayPal
PYPL
$64.2B
| – | – |
-2,207
|
|
||
52
Vanguard ESG International Stock ETF
VSGX
$5.28B
| – | – |
-1,081,151
|
|