David Dreman

Last Update: 05-13-2016

Number of Stocks: 554
Number of New Stocks: 372

Total Value: $877 Mil
Q/Q Turnover: 64%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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David Dreman Latest Trades these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
IDA Idacorp Inc 2016-03-31 Buy 1.52%$65.73 - $74.83
($70.5)
$ 72.192%New holding179,153
FULT Fulton Financial Corp 2016-03-31 Buy 1.37%$11.66 - $13.6
($12.73)
$ 14.0410%New holding898,199
BDN Brandywine Realty Trust 2016-03-31 Buy 1.36%$11.29 - $14.11
($12.8)
$ 15.3720%New holding850,502
WAFD Washington Federal Inc 2016-03-31 Buy 1.31%$19.87 - $23.83
($21.67)
$ 24.8615%New holding505,721
PEI Pennsylvania Real Estate Investment Trust 2016-03-31 Buy 1.3%$16.7 - $21.87
($19.85)
$ 21.458%New holding520,193
FMER FirstMerit Corp 2016-03-31 Buy 1.27%$15.37 - $21.58
($19.26)
$ 22.7518%New holding529,489
CLI Mack-Cali Realty Corp 2016-03-31 Buy 1.22%$17.65 - $23.53
($20.8)
$ 26.2126%New holding455,304
IM Ingram Micro Inc 2016-03-31 Buy 1.18%$27.14 - $36.53
($31.82)
$ 34.9710%New holding288,774
POR Portland General Electric Co 2016-03-31 Buy 1.18%$35.8 - $40.29
($38.23)
$ 40.466%New holding262,024
MSCC Microsemi Corp 2016-03-31 Buy 1.17%$29 - $38.8
($33.08)
$ 33.401%New holding266,704
VSH Vishay Intertechnology Inc 2016-03-31 Buy 1.17%$10.28 - $12.57
($11.48)
$ 12.6110%New holding839,100
RRD R.R.Donnelley & Sons Co 2016-03-31 Buy 1.16%$12.36 - $16.72
($14.35)
$ 16.2313%New holding619,964
ONB Old National Bancorp 2016-03-31 Buy 1.15%$10.85 - $13.56
($11.81)
$ 13.1411%New holding829,837
HBHC Hancock Holding Co 2016-03-31 Buy 1.12%$20.87 - $25.6
($23.53)
$ 27.3716%New holding428,149
MDP Meredith Corp 2016-03-31 Buy 1.11%$36.46 - $47.82
($42.37)
$ 48.9015%New holding205,563
THG The Hanover Insurance Group Inc 2016-03-31 Buy 1.09%$76.9 - $90.68
($82.46)
$ 86.004%New holding106,182
HRC Hill-Rom Holdings Inc 2016-03-31 Buy 1.07%$43.29 - $50.54
($47.19)
$ 48.753%New holding187,195
RBC Regal Beloit Corp 2016-03-31 Buy 1.04%$49.38 - $63.32
($55.9)
$ 56.471%New holding143,949
OMI Owens & Minor Inc 2016-03-31 Buy 1%$32.95 - $40.51
($37.18)
$ 36.69-1%New holding217,050
SANM Sanmina Corp 2016-03-31 Buy 1%$16.76 - $23.38
($20.04)
$ 26.0130%New holding375,580
Premium Real Time Picks are included for Premium Members only!!
*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

David Dreman's Profile:

David Dreman is the founder and Chairman of Dreman Value Management, LLC and also serves as the firm's Chief Investment Officer. A regular columnist for Forbes for 25 years, Mr. Dreman's recent best-selling book, "Contrarian Investment Strategies: The Next Generation?" was published in the spring of 1998.



David Dreman's Performance:

Average Annual Return of Large Cap Value Composite
5 Yrs 10 Yrs Since Inception
11.2% 4% 4.8%
» More Profile & Performance

David Dreman's Current Portfolio:

Ticker Shares Value ($1000)
ASB809,15614,516
IDA179,15313,363
B367,51312,874
WTFC280,46412,436
AYR546,67612,158
FULT898,19912,018
BDN850,50211,933
ALE211,82411,877
ENH176,76511,550
WAFD505,72111,455
» More Current Portfolio

David Dreman's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 26.9% 26.9%
Technology 15.5% 15.5%
Real Estate 9.6% 9.6%
Consumer Cyclical 9.3% 9.3%
Healthcare 5.7% 5.7%
Basic Materials 5% 5%
Utilities 4.5% 4.5%
Consumer Defensive 2.2% 2.2%
Energy 1.5% 1.5%
Industrials 0.8% 0.8%
Communication Services 0.7% 0.7%
» More Sector Weightings

David Dreman's News:

» More Related News


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