Waning confidence in this team's ability to deliver on its bold approach warrants a downgrade of Clipper's People Pillar rating to Average from Above Average, making it and the related Davis Concentrated Equity and Davis Select U.S. Equity ETF decent but not compelling offerings.
Davis Select US Equity ETF DUSA
Morningstar’s Analysis DUSA
Will DUSA 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 68.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Meta Platforms Inc Class A | 11.76 | 54.9 Mil | Communication Services |
Capital One Financial Corp | 10.12 | 47.2 Mil | Financial Services |
Berkshire Hathaway Inc Class B | 9.62 | 44.9 Mil | Financial Services |
Amazon.com Inc | 8.48 | 39.6 Mil | Consumer Cyclical |
Wells Fargo & Co | 5.85 | 27.3 Mil | Financial Services |
Humana Inc | 4.99 | 23.3 Mil | Healthcare |
Markel Group Inc | 4.59 | 21.5 Mil | Financial Services |
Alphabet Inc Class C | 4.53 | 21.1 Mil | Communication Services |
MGM Resorts International | 4.31 | 20.1 Mil | Consumer Cyclical |
Viatris Inc | 4.30 | 20.1 Mil | Healthcare |