DCM

Donaldson Capital Management Portfolio holdings

AUM $3.16B
1-Year Est. Return 20.21%
This Quarter Est. Return
1 Year Est. Return
+20.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.23B
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$15.1M
3
+$14.4M
4
UNH icon
UnitedHealth
UNH
+$5.47M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$4.25M

Top Sells

1
+$36M
2
+$13.7M
3
+$11.9M
4
LLY icon
Eli Lilly
LLY
+$10.1M
5
UPS icon
United Parcel Service
UPS
+$4.7M

Sector Composition

1 Technology 24.87%
2 Financials 15.65%
3 Healthcare 13.52%
4 Industrials 12.97%
5 Energy 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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227
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228
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-7,792
229
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-8,421
230
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-3,111
231
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-1,079
232
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-88,771
233
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-12,808
234
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-3,075
235
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-1,150
236
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-10,148
6 7 8 9
10