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
$1.12B
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1 +$10.8M
2 +$3.16M
3 +$3M
4
OSK icon
Oshkosh
OSK
+$2.71M
5
MCD icon
McDonald's
MCD
+$2.59M

Top Sells

1 +$10.5M
2 +$5.41M
3 +$5.21M
4
VVC
Vectren Corporation
VVC
+$2.48M
5
ABBV icon
AbbVie
ABBV
+$1.65M

Sector Composition

1 Technology 20.78%
2 Industrials 18.42%
3 Healthcare 14.64%
4 Consumer Discretionary 11.33%
5 Financials 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$495K 0.04%
16,983
-4,080
102
$473K 0.04%
3,088
103
$454K 0.04%
6,995
-100
104
$447K 0.04%
63,003
105
$442K 0.04%
9,257
106
$415K 0.04%
8,021
-145
107
$414K 0.04%
4,649
-454
108
$398K 0.04%
3,521
+473
109
$384K 0.03%
4,531
+1,149
110
$347K 0.03%
2,800
+401
111
$339K 0.03%
1,441
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112
$334K 0.03%
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113
$331K 0.03%
1,277
+1
114
$319K 0.03%
3,895
-462
115
$317K 0.03%
4,087
-114
116
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16,407
-5,821
117
$314K 0.03%
+1,296
118
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119
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1
120
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1,660
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121
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4,036
-298
122
$286K 0.03%
1,992
+186
123
$283K 0.03%
1,691
-1,053
124
$277K 0.02%
6,382
-5,700
125
$276K 0.02%
2,362
-258