Vaughan Nelson Investment Management

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Berkshire Hathaway Inc
BRK.B
$214.26M35.46509,512-0.03%-$64,339.561.88
Kosmos Energy Ltd.
KOS
$149.87M5.3325.15M+23.77%+$28.79M1.32
Janus International Group, Inc.
JBI
$79.41M3.65.25M+23.2%+$14.96M0.7
Saia, Inc.
SAIA
$414.43M2.66708,420+6.81%+$26.42M3.64
Alamo Group Inc.
ALG
$73.22M2.66320,688+19.89%+$12.15M0.64
Constellium SE
CSTM
$68.6M2.133.1M+19.41%+$11.15M0.6
Element Solutions Inc
ESI
$119.68M1.984.79M+2.28%+$2.67M1.05
The Chemours Company
CC
$69.48M1.782.65M+91.47%+$33.19M0.61
Kinsale Capital Group, Inc.
KNSL
$196.36M1.61374,200New+$196.36M1.73
Insight Enterprises, Inc.
NSIT
$95.36M1.58514,025-19.09%-$22.51M0.84
Kirby Corporation
KEX
$85.43M1.54896,257+21.38%+$15.05M0.75
Western Alliance Bancorporation
WAL
$103.54M1.471.61M-6.51%-$7.21M0.91
Zions Bancorporation, National Association
ZION
$92.2M1.442.12M-8.09%-$8.12M0.81
Skyline Champion Corporation
SKY
$68.73M1.4808,487+14.98%+$8.95M0.6
Comerica Incorporated
CMA
$99.82M1.371.82M-5.95%-$6.31M0.88
Installed Building Products, Inc.
IBP
$96.67M1.31373,641-1.08%-$1.06M0.85
First American Financial Corporation
FAF
$81.84M1.291.34M+9.05%+$6.79M0.72
Beacon Roofing Supply, Inc.
BECN
$74.69M1.2762,007+14.99%+$9.74M0.66
Fabrinet
FN
$71.81M1.05379,885-5.57%-$4.24M0.63
Monolithic Power Systems, Inc.
MPWR
$327.74M0.99483,812+4.93%+$15.39M2.88
Landstar System, Inc.
LSTR
$65.01M0.94337,271+21.43%+$11.48M0.57
STAG Industrial, Inc.
STAG
$63.83M0.911.66M+14.45%+$8.06M0.56
Skechers U.S.A., Inc.
SKX
$75.53M0.811.23M+62.56%+$29.07M0.66
Core & Main, Inc.
CNM
$84.89M0.741.48M-14.53%-$14.44M0.75
TechnipFMC plc
FTI
$74.18M0.692.95M+56.68%+$26.84M0.65
ON Semiconductor Corporation
ON
$200.86M0.642.73M+378.17%+$158.85M1.76
Permian Resources Corporation
PR
$68.06M0.53.85M+23.08%+$12.76M0.6
O'Reilly Automotive, Inc.
ORLY
$238.42M0.36211,203-0.05%-$120,789.732.09
DexCom, Inc.
DXCM
$196.12M0.361.41M+21.28%+$34.41M1.72
The Estée Lauder Companies Inc.
EL
$179.74M0.331.17M+79.34%+$79.52M1.58
Snowflake Inc.
SNOW
$171.61M0.321.06MNew+$171.61M1.51
Zoetis Inc.
ZTS
$219.01M0.281.29M+34.89%+$56.65M1.92
Intercontinental Exchange, Inc.
ICE
$222.39M0.281.62M-18.06%-$49.03M1.95
The Sherwin-Williams Company
SHW
$235.37M0.27677,664-10.13%-$26.52M2.07
Hess Corporation
HES
$96.4M0.21631,561-12.33%-$13.55M0.85
Royal Caribbean Cruises Ltd.
RCL
$66.28M0.19476,792New+$66.28M0.58
Diamondback Energy, Inc.
FANG
$64.96M0.18327,792+2.13%+$1.35M0.57
Nasdaq, Inc.
NDAQ
$63.79M0.181.01M+196.51%+$42.28M0.56
DoorDash, Inc.
DASH
$92.14M0.16669,047New+$92.14M0.81
Danaher Corporation
DHR
$227.17M0.12909,707+49.58%+$75.29M2
Union Pacific Corporation
UNP
$184.96M0.12752,078+18.22%+$28.51M1.63
Prologis, Inc.
PLD
$143.12M0.121.1M+38.02%+$39.42M1.26
The Walt Disney Company
DIS
$244.75M0.112M+84.61%+$112.18M2.15
Accenture plc
ACN
$211.16M0.09609,226+16.63%+$30.1M1.86
Salesforce, Inc.
CRM
$183.51M0.06609,305-32.02%-$86.42M1.61
JPMorgan Chase & Co.
JPM
$258.98M0.051.29M+57.49%+$94.54M2.28
Amazon.com, Inc.
AMZN
$319.06M0.021.77M-0.03%-$87,844.912.8
Alphabet Inc.
GOOGL
$286.79M0.021.9M+7.69%+$20.48M2.52
NVIDIA Corporation
NVDA
$326.8M0.02361,678-0.07%-$237,636.452.87
Microsoft Corporation
MSFT
$397M0.01943,612+0.03%+$108,545.913.49