DCM
Donaldson Capital Management Portfolio holdings
AUM
$2.72B
This Quarter Return
+1.91%
1 Year Return
+17.85%
3 Year Return
+59.6%
5 Year Return
+125.18%
10 Year Return
+308.57%
AUM
$442M
AUM Growth
–
Cap. Flow
+$442M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
35.41%
Holding
103
New
103
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
RTX Corp
RTX
|
$19M |
| 2 |
Wells Fargo
WFC
|
$18.2M |
| 3 |
Johnson & Johnson
JNJ
|
$17.3M |
| 4 |
GE Aerospace
GE
|
$17M |
| 5 |
Blackrock
BLK
|
$15.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 16.71% |
| 2 | Financials | 14.26% |
| 3 | Energy | 12% |
| 4 | Healthcare | 11.26% |
| 5 | Consumer Discretionary | 9.97% |
