M.D. Sass Investors Services, Inc. Portfolio Holdings

M.D. Sass Investors Services, Inc.

  • $1.03 Billion
  • Q1 2025

M.D. Sass Investors Services, Inc. has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.03 Billion distributed in 32 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amphenol Corp with a value of $68.6M, Clean Harbors Inc with a value of $68.5M, A Pi Group Corp with a value of $64.8M, Welltower Inc. with a value of $64.7M, and Danaher Corp with a value of $64.2M.

Examining the 13F form we can see an decrease of $186M in the current position value, from $1.22B to 1.03B.

M.D. Sass Investors Services, Inc. is based out at New York, NY

Below you can find more details about M.D. Sass Investors Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.03 Billion
Financial Services: $287 Million
Industrials: $249 Million
Technology: $115 Million
Real Estate: $114 Million
Healthcare: $64.2 Million
Basic Materials: $59.5 Million
Energy: $58.6 Million
ETFs: $49.5 Million
Other: $34.2 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$21 Million 2.03% of portfolio
40,830
Q1 2025 Reduced 68.84%
$0
$11 Million 1.06% of portfolio
58,228
Q1 2025 Reduced 70.56%
$0
$7.98 Million 0.77% of portfolio
40,000
Q1 2025 New
$0
$6.14 Million 0.6% of portfolio
10,980
Q1 2025 Added 7.44%
$0
$3.42 Million 0.33% of portfolio
61,760
Q1 2025 Added 25.78%

Summary

  • Portfolio
  • No. of Stocks 32
  • Current Value $1.03 Billion
  • Prior Value $1.22 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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