David Dreman

Last Update: 08-14-2015

Number of Stocks: 432
Number of New Stocks: 55

Total Value: $1,207 Mil
Q/Q Turnover: 13%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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David Dreman Bought 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
LXK Lexmark International Inc 2015-06-30 Add0.37%$42.1 - $46.22
($44.38)
$ 30.06-32%Add 88.16%217,767
RBC Regal Beloit Corp 2015-06-30 Add0.26%$71.82 - $80.95
($77.32)
$ 66.67-14%Add 51.04%128,481
TCB TCF Financial Corp 2015-06-30 Add0.23%$15.25 - $17.16
($16.07)
$ 15.52-3%Add 46.53%516,264
VSH Vishay Intertechnology Inc 2015-06-30 Add0.17%$11.68 - $13.92
($12.89)
$ 9.89-23%Add 20.75%1,009,033
INFY Infosys Ltd 2015-06-30 Add0.16%$15.31 - $18.16
($16.26)
$ 17.155%Add 107.06%239,646
SCL Stepan Co 2015-06-30 Add0.16%$41.61 - $55
($49.22)
$ 45.03-9%Add 39.00%127,988
ABBV AbbVie Inc 2015-06-30 Add0.11%$57.01 - $70.46
($65.18)
$ 62.41-4%Add 193.03%28,292
ASB Associated Banc-Corp 2015-06-30 Add0.11%$18.5 - $20.84
($19.31)
$ 18.12-6%Add 8.99%820,018
THG The Hanover Insurance Group Inc 2015-06-30 Add0.11%$68.57 - $74.87
($71.85)
$ 78.649%Add 8.91%210,431
MENT Mentor Graphics Corp 2015-06-30 Add0.1%$23.55 - $27.17
($25.37)
$ 25.842%Add 8.99%547,667
PLT Plantronics Inc 2015-06-30 Add0.1%$52.87 - $58.09
($55.71)
$ 53.16-5%Add 8.79%276,205
QLGC QLogic Corp 2015-06-30 Add0.1%$14.19 - $15.89
($15.04)
$ 10.34-31%Add 9.70%952,996
AAN Aaron's Inc 2015-06-30 Add0.09%$27.52 - $36.85
($33.33)
$ 37.6513%Add 8.00%403,356
AHL Aspen Insurance Holdings Ltd 2015-06-30 Add0.09%$46.06 - $48.81
($47.41)
$ 45.91-3%Add 9.03%262,606
B Barnes Group Inc 2015-06-30 Add0.09%$38.99 - $41.4
($40.35)
$ 38.63-4%Add 8.93%330,535
CNW Con-way Inc 2015-06-30 Add0.09%$38.11 - $44.13
($41.56)
$ 35.45-15%Add 14.00%234,841
FHN First Horizon National Corp 2015-06-30 Add0.09%$14 - $15.95
($14.76)
$ 14.53-2%Add 8.94%797,921
IDA Idacorp Inc 2015-06-30 Add0.09%$55.77 - $63.96
($59.6)
$ 59.37-0%Add 8.96%230,632
MSCC Microsemi Corp 2015-06-30 Add0.09%$32.4 - $36.97
($35.11)
$ 31.76-10%Add 8.01%420,893
POR Portland General Electric Co 2015-06-30 Add0.09%$33.16 - $37.53
($35.1)
$ 34.54-2%Add 9.70%385,245
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*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 Fund ¨C Institution
5 Yrs Since Inception
-4.2% -0.2%
» More Profile & Performance

David Dreman's Current Portfolio:

Ticker Shares Value ($1000)
ASB820,01816,622
PLT276,20515,553
THG210,43115,578
MSCC420,89314,710
AAN403,35614,606
MENT547,66714,475
FNFG1,508,23814,238
QLGC952,99613,523
WTFC250,28913,360
IDA230,63212,948
» More Current Portfolio

David Dreman's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 29.2% 29.2%
Technology 16.3% 16.3%
Real Estate 7.4% 7.4%
Consumer Cyclical 6.5% 6.5%
Healthcare 5.7% 5.7%
Basic Materials 4.8% 4.8%
Energy 4.4% 4.4%
Utilities 3.5% 3.5%
Consumer Defensive 2.7% 2.7%
Communication Services 2.3% 2.3%
Industrials 0.7% 0.7%
» More Sector Weightings

David Dreman's News:

» More Related News


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