DD

DF Dent Midcap Growth Fund | DFDMX

Mutual Fund
FORUM FUNDS
Last update 2025-02-13 38 Stocks (1 new)
Value $396.00 Mil Turnover 9 %
Countries:
Top Holdings: VMC(5.21%)ECL(4.68%)VEEV(4.55%)CSGP(4.20%)CBRE(4.09%)
Summary Stock Picks Current Portfolio
DF Dent Midcap Growth Fund Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VMC 		Vulcan Materials Co
80,242
20,640.7
-2.30%
5.210
-0.12%
0.060
+7.61%
+3.46%
35,016.7
Building Materials
ECL 		Ecolab Inc
79,145
18,545.3
-2.30%
4.680
-0.12%
0.030
-1.00%
+13.65%
75,306.6
Chemicals
VEEV 		Veeva Systems Inc
85,710
18,020.5
-2.30%
4.550
-0.10%
0.050
+24.79%
+33.03%
45,578.4
Healthcare Providers & Services
CSGP 		CoStar Group Inc
232,505
16,645.0
+126.12%
4.200
+2.34%
0.060
-3.53%
+2.75%
31,034.0
Real Estate
CBRE 		CBRE Group Inc
123,405
16,201.8
-27.97%
4.090
-1.46%
0.040
-11.92%
-4.78%
37,269.1
Real Estate
VLTO 		Veralto Corp
156,114
15,900.2
+20.94%
4.020
+0.70%
0.060
+1.39%
-0.69%
25,041.4
Industrial Products
MKL 		Markel Group Inc
9,106
15,719.0
-2.31%
3.970
-0.08%
0.070
+0.43%
+12.48%
24,629.9
Insurance
TECH 		Bio-Techne Corp
208,440
15,013.9
-2.30%
3.790
-0.10%
0.130
-21.48%
-32.60%
7,589.1
Biotechnology
HEI.A 		Heico Corp
80,627
15,003.1
-2.30%
3.790
-0.09%
0.060
+10.64%
+26.82%
36,318.4
Aerospace & Defense
ODFL 		Old Dominion Freight Line Inc
84,939
14,983.2
+12.99%
3.780
+0.43%
0.040
-9.11%
-9.06%
33,848.0
Transportation

DF Dent Midcap Growth Fund's Historical Top Holdings Breakdowns

DF Dent Midcap 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
WSC 		WillScot Holdings Corp2024-12-31Sold Out
-2.59%
●
32.93 ($36.73) 39.8
$26.93
-26.68%
Sold Out
0
-281,313
CSGP 		CoStar Group Inc2024-12-31Add
+2.34%
●
69.84 ($75.53) 81.97
$73.56
-2.61%
Add 126.12%
232,505
129,683
MPWR 		Monolithic Power Systems Inc2024-12-31New Buy
+1.67%
●
560.06 ($721.48) 943.21
$661.90
-8.26%
New holding
11,147
11,147
CBRE 		CBRE Group Inc2024-12-31Reduce
-1.46%
●
119.22 ($131.05) 140.71
$125.02
-4.60%
Reduce -27.97%
123,405
-47,913
TEAM 		Atlassian Corp2024-12-31Reduce
-1.15%
●
160.24 ($230.06) 287.5
$207.63
-9.75%
Reduce -51.07%
28,262
-29,494
ISRG 		Intuitive Surgical Inc2024-12-31Sold Out
-1.08%
●
471.23 ($521.42) 550.62
$552.34
5.93%
Sold Out
0
-8,946
GWRE 		Guidewire Software Inc2024-12-31Reduce
-1.06%
●
168.58 ($186.9) 207.12
$215.02
15.05%
Reduce -26.99%
63,820
-23,593
MTD 		Mettler-Toledo International Inc2024-12-31Add
+0.99%
●
1160.67 ($1302.06) 1498.12
$1,155.52
-11.25%
Add 77.99%
7,296
3,197
APPF 		AppFolio Inc2024-12-31Add
+0.84%
●
192.07 ($234.15) 269.26
$211.17
-9.81%
Add 33.97%
52,981
13,433
VLTO 		Veralto Corp2024-12-31Add
+0.70%
●
101.23 ($106.5) 113.6
$101.03
-5.14%
Add 20.94%
156,114
27,025

DF Dent Midcap Growth Fund Total Holding History ($B)

To

DF Dent Midcap Growth Fund's Asset Allocation

To

DF Dent Midcap Growth Fund Past Portfolios

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

Top Ranked Articles

  • 1

DF Dent Midcap Growth Fund's Hypothetical Growth since 2024-12-31

DF Dent Midcap Growth Fund's Yearly Returns

Year Portfolio % % Excess Gain %

DF Dent Midcap Growth Fund's Holdings Heat Map

Size field:

DF Dent Midcap Growth Fund's Holdings Bubble Chart

DF Dent Midcap Growth Fund News

  • 1

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