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DCM

Donaldson Capital Management Portfolio holdings

AUM $3.09B
1-Year Est. Return 21.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$703M
AUM Growth
-$7.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$15.3M
3
+$15.2M
4
AMGN icon
Amgen
AMGN
+$13.2M
5
XOM icon
Exxon Mobil
XOM
+$7.58M

Top Sells

1
+$23.4M
2
+$17.5M
3
+$15.3M
4
ETN icon
Eaton
ETN
+$12.4M
5
FAST icon
Fastenal
FAST
+$9.41M

Sector Composition

1 Healthcare 15.73%
2 Financials 14.66%
3 Technology 13.63%
4 Industrials 10.24%
5 Energy 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-8,247
127
$0 ﹤0.01%
24,489
128
– –
-19,585
129
– –
-19,096
130
– –
-7,308
131
– –
-1,760
132
– –
-1,225
133
– –
-3,826
134
– –
-2,776
2 3 4 5
6