DS

DELAWARE SELECT GROWTH FUND | DVEAX

Mutual Fund
VOYAGEUR MUTUAL FUNDS III
Last update 2024-06-25 37 Stocks (1 new)
Value $203.00 Mil Turnover 1 %
Countries:
Top Holdings: MSFT(12.41%)NVDA(8.17%)GOOGL(6.46%)AAPL(5.80%)AMZN(5.63%)
Summary Stock Picks Current Portfolio
DELAWARE SELECT GROWTH FUND Top Holdings of 2024-04-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
64,776
25,219.2
-4.45%
12.410
-0.57%
0.000
+16.18%
+9.64%
3,421,645.9
Software
NVDA 		NVIDIA Corp
192,170
16,603.9
-3.79%
8.170
-0.22%
0.000
+8.18%
+0.63%
3,295,490.6
Semiconductors
GOOGL 		Alphabet Inc
80,613
13,122.2
-4.51%
6.460
-0.26%
0.000
+0.97%
-9.17%
2,090,081.7
Interactive Media
AAPL 		Apple Inc
69,162
11,780.4
-7.55%
5.800
-0.50%
0.000
-16.84%
-19.60%
2,999,860.7
Hardware
AMZN 		Amazon.com Inc
65,349
11,436.1
-8.28%
5.630
-0.44%
0.000
-3.42%
-6.55%
2,176,458.4
Retail - Cyclical
V 		Visa Inc
37,434
10,055.1
-3.97%
4.950
-0.20%
0.000
+0.85%
+15.94%
699,584.9
Credit Services
UNH 		UnitedHealth Group Inc
16,549
8,004.8
+4.54%
3.940
+0.17%
0.000
-36.16%
-40.06%
273,874.8
Healthcare Plans
MSI 		Motorola Solutions Inc
21,972
7,451.8
-1.44%
3.670
-0.05%
0.010
-5.39%
-9.90%
69,333.5
Hardware
CSGP 		CoStar Group Inc
79,104
7,240.4
-7.98%
3.560
-0.27%
0.020
-3.53%
+2.75%
31,034.0
Real Estate
INTU 		Intuit Inc
11,287
7,061.4
-1.44%
3.470
-0.05%
0.000
+22.96%
+20.29%
210,178.2
Software

DELAWARE SELECT GROWTH FUND's Historical Top Holdings Breakdowns

DELAWARE SELECT GROWTH FUND's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TSM 		Taiwan Semiconductor Manufacturing Co Ltd2024-04-30New Buy
+0.80%
●
112.96 ($134.62) 149.2
$193.32
43.60%
New holding
11,863
11,863
RACE 		Ferrari NV2024-04-30Reduce
-0.69%
●
345.92 ($412.29) 439.59
$478.76
16.12%
Reduce -30.56%
9,451
-4,159
JBHT 		JB Hunt Transport Services Inc2024-04-30Reduce
-0.58%
●
162.01 ($195.37) 218.78
$138.85
-28.93%
Reduce -36.27%
10,664
-6,069
MSFT 		Microsoft Corp2024-04-30Reduce
-0.57%
●
389.33 ($412.78) 429.37
$460.36
11.53%
Reduce -4.45%
64,776
-3,015
AAPL 		Apple Inc2024-04-30Reduce
-0.50%
●
165 ($175.64) 189.41
$200.85
14.35%
Reduce -7.55%
69,162
-5,646
AMZN 		Amazon.com Inc2024-04-30Reduce
-0.44%
●
155.2 ($176.15) 189.05
$205.01
16.38%
Reduce -8.28%
65,349
-5,900
ADBE 		Adobe Inc2024-04-30Reduce
-0.34%
●
462.83 ($533.08) 634.76
$415.09
-22.13%
Reduce -24.13%
3,629
-1,154
CSGP 		CoStar Group Inc2024-04-30Reduce
-0.27%
●
81.24 ($88.47) 97.73
$73.56
-16.85%
Reduce -7.98%
79,104
-6,857
GOOGL 		Alphabet Inc2024-04-30Reduce
-0.26%
●
131.4 ($147.68) 171.95
$171.74
16.29%
Reduce -4.51%
80,613
-3,810
LVMUY 		Lvmh Moet Hennessy Louis Vuitton SE2024-04-30Add
+0.24%
●
164.15 ($176.52) 190.49
$108.84
-38.34%
Add 15.32%
22,284
2,961

DELAWARE SELECT GROWTH FUND Total Holding History ($B)

To

DELAWARE SELECT GROWTH FUND's Asset Allocation

To

DELAWARE SELECT GROWTH FUND Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

DELAWARE SELECT GROWTH FUND's Hypothetical Growth since 2024-04-30

DELAWARE SELECT GROWTH FUND's Yearly Returns

Year Portfolio % % Excess Gain %

DELAWARE SELECT GROWTH FUND's Holdings Heat Map

Size field:

DELAWARE SELECT GROWTH FUND's Holdings Bubble Chart

DELAWARE SELECT GROWTH FUND News

  • 1

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