DCM

Donaldson Capital Management Portfolio holdings

AUM $2.72B
1-Year Est. Return 17.85%
This Quarter Est. Return
1 Year Est. Return
+17.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$517M
AUM Growth
+$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$4.87M
2 +$2.22M
3 +$1.68M
4
IAT icon
iShares US Regional Banks ETF
IAT
+$1.68M
5
VZ icon
Verizon
VZ
+$1.66M

Top Sells

1 +$15.3M
2 +$9.54M
3 +$1.6M
4
CVS icon
CVS Health
CVS
+$1.6M
5
EFX icon
Equifax
EFX
+$1.31M

Sector Composition

1 Industrials 18.58%
2 Financials 15.82%
3 Energy 12.19%
4 Healthcare 11.55%
5 Consumer Discretionary 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$203K 0.04%
+2,877
102
$0 ﹤0.01%
14,000
103
-6,500
104
$0 ﹤0.01%
40,000
105
-4,000