DCM

Donaldson Capital Management Portfolio holdings

AUM $3.16B
1-Year Est. Return 20.21%
This Quarter Est. Return
1 Year Est. Return
+20.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.03B
AUM Growth
+$73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1 +$22.4M
2 +$17.6M
3 +$4.39M
4
PNC icon
PNC Financial Services
PNC
+$4.37M
5
SNA icon
Snap-on
SNA
+$1.97M

Top Sells

1 +$23.3M
2 +$19.6M
3 +$2.41M
4
MDT icon
Medtronic
MDT
+$2M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$1.55M

Sector Composition

1 Industrials 18.23%
2 Healthcare 16.63%
3 Technology 16.34%
4 Financials 13.62%
5 Consumer Discretionary 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$0 ﹤0.01%
14,000
152
-14,763
153
-2,945
154
$0 ﹤0.01%
24,489