DCM
Donaldson Capital Management Portfolio holdings
AUM
$2.72B
1-Year Return
17.85%
This Quarter Return
+13.93%
1 Year Return
+17.85%
3 Year Return
+59.6%
5 Year Return
+125.18%
10 Year Return
+308.57%
AUM
$2.27B
AUM Growth
+$292M
(+15%)
Cap. Flow
+$50.4M
Cap. Flow
% of AUM
2.22%
Top 10 Holdings %
Top 10 Hldgs %
36.69%
Holding
262
New
8
Increased
139
Reduced
81
Closed
3
Top Buys
| 1 |
Union Pacific
UNP
|
$6.4M |
| 2 |
iShares Short Maturity Bond ETF
NEAR
|
$4.9M |
| 3 |
Aflac
AFL
|
$3.86M |
| 4 |
UnitedHealth
UNH
|
$3.31M |
| 5 |
Domino's
DPZ
|
$3.03M |
Top Sells
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$7.41M |
| 2 |
3M
MMM
|
$4.74M |
| 3 |
Comcast
CMCSA
|
$3.63M |
| 4 |
Xylem
XYL
|
$2.79M |
| 5 |
Oshkosh
OSK
|
$2.15M |
Sector Composition
| 1 | Technology | 27.35% |
| 2 | Healthcare | 15.24% |
| 3 | Financials | 14.85% |
| 4 | Industrials | 9.65% |
| 5 | Consumer Discretionary | 7.48% |
