DA
DCM Advisors Portfolio holdings
AUM
$233M
1-Year Est. Return
28.16%
1 Year Est. Return
+28.16%
AUM
$233M
AUM Growth
+$45.8M
(+24%)
Holding
39
Top Buys
| 1 | +$1.69M | |
| 2 | +$1.25M | |
| 3 | +$1.24M | |
| 4 |
Walt Disney
DIS
|
+$1.24M |
| 5 |
Oracle
ORCL
|
+$1.17M |
Top Sells
| 1 | +$1.52M | |
| 2 | +$412K | |
| 3 | +$351K | |
| 4 |
Blue Owl Capital
OBDC
|
+$24K |
| 5 |
Verizon
VZ
|
+$23.5K |
Sector Composition
| 1 | Financials | 35.43% |
| 2 | Technology | 23% |
| 3 | Communication Services | 19.76% |
| 4 | Industrials | 5.12% |
| 5 | Healthcare | 4.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.91T
| $18.1M | 7.77% |
36,520
+2,187
|
|
||
2
Apple
AAPL
$4.03T
| $13.3M | 5.72% |
65,368
+4,772
|
|
||
3
Meta Platforms (Facebook)
META
$1.67T
| $13.2M | 5.65% |
17,843
+1,321
|
|
||
|
4
Oracle
ORCL
$732B
| $12.8M | 5.48% |
58,420
+5,365
|
|
||
5
Goldman Sachs
GS
$244B
| $12.4M | 5.33% |
17,556
+1,524
|
|
||
|
6
Walt Disney
DIS
$201B
| $12.1M | 5.2% |
97,828
+10,005
|
|
||
7
American Express
AXP
$247B
| $10.3M | 4.43% |
32,599
+2,202
|
|
||
8
Morgan Stanley
MS
$263B
| $10.3M | 4.41% |
72,965
+7,108
|
|
||
9
Wells Fargo
WFC
$271B
| $9.82M | 4.21% |
122,622
+11,338
|
|
||
10
American International
AIG
$43.3B
| $9.78M | 4.19% |
114,250
+7,628
|
|
||
11
Bank of America
BAC
$389B
| $9.75M | 4.18% |
206,109
+19,425
|
|
||
12
JPMorgan Chase
JPM
$842B
| $9.16M | 3.93% |
31,582
+2,919
|
|
||
13
Berkshire Hathaway Class B
BRK.B
$1.03T
| $8.7M | 3.73% |
17,994
+944
|
|
||
14
Dell
DELL
$108B
| $7.87M | 3.37% |
64,171
+10,121
|
|
||
15
Comcast
CMCSA
$101B
| $6.65M | 2.85% |
186,465
+29,052
|
|
||
16
Marathon Petroleum
MPC
$59.5B
| $5.78M | 2.48% |
34,797
+2,572
|
|
||
17
RH
RH
$3.29B
| $5.6M | 2.4% |
29,647
+6,629
|
|
||
18
RTX Corp
RTX
$238B
| $5.44M | 2.33% |
37,275
+2,087
|
|
||
19
Alphabet (Google) Class A
GOOGL
$3.4T
| $5.3M | 2.27% |
30,351
-2,010
|
|
||
20
CVS Health
CVS
$97.3B
| $5.22M | 2.24% |
75,637
+5,027
|
|
||
21
AbbVie
ABBV
$403B
| $5.18M | 2.22% |
27,915
+2,059
|
|
||
22
Philip Morris
PM
$227B
| $4.45M | 1.91% |
24,441
+1,896
|
|
||
23
CSX Corp
CSX
$66.4B
| $3.86M | 1.66% |
118,433
+11,226
|
|
||
24
McDonald's
MCD
$216B
| $3.51M | 1.51% |
12,024
+950
|
|
||
|
25
Alphabet (Google) Class C
GOOG
$3.41T
| $3.15M | 1.35% |
17,737
+3,539
|
|