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
151
-11,459
152
-1,798
153
-2,886
154
-31,815
155
-16,842
156
-19,476
157
-4,690
158
-34,474
159
$0 ﹤0.01%
24,489