NDSI

Newman Dignan & Sheerar Inc Portfolio holdings

AUM $463M
1-Year Est. Return 17.53%
This Quarter Est. Return
1 Year Est. Return
+17.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$228M
AUM Growth
+$227M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1 +$315K
2 +$262K
3 +$256K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$253K
5
CAT icon
Caterpillar
CAT
+$231K

Top Sells

1 +$81.4M
2 +$762K
3 +$197K
4
UNM icon
Unum
UNM
+$151K
5
GE icon
GE Aerospace
GE
+$141K

Sector Composition

1 Healthcare 11.29%
2 Technology 9.71%
3 Financials 7.62%
4 Communication Services 5.05%
5 Industrials 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
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154
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155
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157
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