VDBMI
Van Den Berg Management I Portfolio holdings
AUM
$352M
This Quarter Return
+2.76%
1 Year Return
+40.58%
3 Year Return
+112.46%
5 Year Return
+252.13%
10 Year Return
+370.52%
AUM
$1.18B
AUM Growth
–
Cap. Flow
+$1.18B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
41.57%
Holding
100
New
100
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Cisco
CSCO
|
$62.5M |
| 2 |
Jacobs Solutions
J
|
$61.2M |
| 3 |
Newmont
NEM
|
$60.6M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$53M |
| 5 |
Corning
GLW
|
$51.3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 33.47% |
| 2 | Technology | 23.24% |
| 3 | Financials | 14.06% |
| 4 | Energy | 9.53% |
| 5 | Materials | 8% |
