Deep industry experience and a sound approach earn Davis Financial Above Average People and Process ratings.
Davis Select Financial ETF DFNL
Morningstar’s Analysis DFNL
Will DFNL outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 60.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Capital One Financial Corp | 9.30 | 17.2 Mil | Financial Services |
Berkshire Hathaway Inc Class B | 7.18 | 13.3 Mil | Financial Services |
JPMorgan Chase & Co | 6.31 | 11.7 Mil | Financial Services |
Markel Group Inc | 6.03 | 11.1 Mil | Financial Services |
Wells Fargo & Co | 5.91 | 10.9 Mil | Financial Services |
Chubb Ltd | 5.45 | 10.1 Mil | Financial Services |
Fifth Third Bancorp | 5.41 | 10.0 Mil | Financial Services |
Bank of New York Mellon Corp | 5.08 | 9.4 Mil | Financial Services |
Julius Baer Gruppe AG | 4.69 | 8.7 Mil | Financial Services |
American Express Co | 4.61 | 8.5 Mil | Financial Services |