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Davis Select US Equity ETF DUSA

Medalist Rating as of | See Davis Investment Hub

Morningstar’s Analysis DUSA

Will DUSA outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Decreased confidence.

Analyst Andrew Redden

Andrew Redden

Analyst

Summary

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.

Rated on Published on

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Portfolio Holdings DUSA

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 65.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Meta Platforms Inc Class A

11.03 56.6 Mil
Communication Services

Berkshire Hathaway Inc Class B

9.54 48.9 Mil
Financial Services

Capital One Financial Corp

8.95 45.9 Mil
Financial Services

Amazon.com Inc

7.18 36.8 Mil
Consumer Cyclical

Humana Inc

5.41 27.8 Mil
Healthcare

Alphabet Inc Class C

5.05 25.9 Mil
Communication Services

Applied Materials Inc

4.82 24.7 Mil
Technology

Markel Group Inc

4.76 24.4 Mil
Financial Services

MGM Resorts International

4.50 23.1 Mil
Consumer Cyclical

Viatris Inc

4.42 22.7 Mil
Healthcare