DCM
Donaldson Capital Management Portfolio holdings
AUM
$2.72B
1-Year Return
17.85%
This Quarter Return
+3.33%
1 Year Return
+17.85%
3 Year Return
+59.6%
5 Year Return
+125.18%
10 Year Return
+308.57%
AUM
$882M
AUM Growth
+$21.1M
(+2.4%)
Cap. Flow
-$267K
Cap. Flow
% of AUM
-0.03%
Top 10 Holdings %
Top 10 Hldgs %
34.38%
Holding
170
New
10
Increased
56
Reduced
77
Closed
8
Top Buys
| 1 |
Medtronic
MDT
|
$22.8M |
| 2 |
Marsh & McLennan
MMC
|
$21.6M |
| 3 |
Coca-Cola
KO
|
$20M |
| 4 |
MXIM
Maxim Integrated Products
MXIM
|
$18.8M |
| 5 |
Enbridge
ENB
|
$4.79M |
Top Sells
| 1 |
Walt Disney
DIS
|
$23.9M |
| 2 |
VF Corp
VFC
|
$20.8M |
| 3 |
CVS Health
CVS
|
$19.5M |
| 4 |
Wells Fargo
WFC
|
$18.1M |
| 5 |
Abbott
ABT
|
$1.48M |
Sector Composition
| 1 | Technology | 18.17% |
| 2 | Healthcare | 17.53% |
| 3 | Industrials | 15.39% |
| 4 | Financials | 10.27% |
| 5 | Utilities | 7.1% |
