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
$2.27B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$4.9M
3
+$3.86M
4
UNH icon
UnitedHealth
UNH
+$3.31M
5
DPZ icon
Domino's
DPZ
+$3.03M

Top Sells

1
+$7.41M
2
+$4.74M
3
+$3.63M
4
XYL icon
Xylem
XYL
+$2.79M
5
OSK icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.98M 0.13%
26,108
+1,928
77
$2.77M 0.12%
9,262
+1,658
78
$2.72M 0.12%
18,286
-31,909
79
$2.64M 0.12%
8,130
-149
80
$2.54M 0.11%
17,580
+1,320
81
$2.45M 0.11%
43,670
82
$2.44M 0.11%
14,894
+1,739
83
$2.4M 0.11%
20,033
-23,305
84
$2.38M 0.1%
13,718
-3,070
85
$2.3M 0.1%
20,406
-19,032
86
$2.23M 0.1%
75,820
+17,680
87
$2M 0.09%
20,643
-2,770
88
$1.97M 0.09%
32,760
+6,240
89
$1.92M 0.08%
9,307
90
$1.92M 0.08%
5,709
+1,677
91
$1.87M 0.08%
4,891
-93
92
$1.87M 0.08%
70,085
-8,648
93
$1.84M 0.08%
35,335
-4,145
94
$1.83M 0.08%
5,193
+2,235
95
$1.82M 0.08%
9,451
-138
96
$1.76M 0.08%
4,910
+1,320
97
$1.73M 0.08%
10,358
-401
98
$1.68M 0.07%
43,201
99
$1.64M 0.07%
5,365
+100
100
$1.62M 0.07%
5,531
-56
2 3
4
5 6