MDSL

M.D. Sass LLC Portfolio holdings

AUM $1.22B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.22B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$53.7M
2 +$50.2M
3 +$49.8M
4
SNY icon
Sanofi
SNY
+$48.7M
5
SHPG
Shire pic
SHPG
+$46.5M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 22.7%
2 Industrials 19.86%
3 Financials 16.05%
4 Consumer Discretionary 15.03%
5 Energy 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$765K 0.06%
+16,800
52
$709K 0.06%
+24,625