DCM
Donaldson Capital Management Portfolio holdings
AUM
$2.72B
1-Year Return
17.85%
This Quarter Return
+4.08%
1 Year Return
+17.85%
3 Year Return
+59.6%
5 Year Return
+125.18%
10 Year Return
+308.57%
AUM
$813M
AUM Growth
+$57.5M
(+7.6%)
Cap. Flow
+$39.8M
Cap. Flow
% of AUM
4.89%
Top 10 Holdings %
Top 10 Hldgs %
34.44%
Holding
172
New
15
Increased
56
Reduced
70
Closed
16
Top Buys
| 1 |
Honeywell
HON
|
$18.8M |
| 2 |
Home Depot
HD
|
$17.8M |
| 3 |
US Bancorp
USB
|
$14.9M |
| 4 |
Boeing
BA
|
$4.83M |
| 5 |
IBM
IBM
|
$2.12M |
Top Sells
| 1 |
Lowe's Companies
LOW
|
$18.1M |
| 2 |
Penske Automotive Group
PAG
|
$13.8M |
| 3 |
VF Corp
VFC
|
$3.81M |
| 4 |
CVS Health
CVS
|
$2.92M |
| 5 |
Amgen
AMGN
|
$2.23M |
Sector Composition
| 1 | Technology | 20.16% |
| 2 | Healthcare | 17.51% |
| 3 | Industrials | 14.36% |
| 4 | Financials | 11.52% |
| 5 | Communication Services | 8.47% |
