DMC

Drexel Morgan & Co Portfolio holdings

AUM $563M
1-Year Est. Return 16.33%
This Quarter Est. Return
1 Year Est. Return
+16.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$73M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1 +$1.22M
2 +$688K
3 +$657K
4
UL icon
Unilever
UL
+$571K
5
SLB icon
SLB Limited
SLB
+$427K

Top Sells

1 +$1.64M
2 +$635K
3 +$544K
4
DWM icon
WisdomTree International Equity Fund
DWM
+$435K
5
MRK icon
Merck
MRK
+$55.9K

Sector Composition

1 Consumer Staples 10.69%
2 Healthcare 10.19%
3 Financials 9.31%
4 Industrials 7.21%
5 Technology 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$888K 1.22%
9,834
27
$888K 1.22%
16,679
+7,417
28
$852K 1.17%
10,710
29
$850K 1.16%
15,280
+7,223
30
$828K 1.13%
24,901
+12,398
31
$789K 1.08%
10,000
32
$758K 1.04%
9,084
+4,824
33
$751K 1.03%
22,627
+11,368
34
$735K 1.01%
9,733
+5,383
35
$734K 1.01%
10,810
+6,156
36
$661K 0.91%
26,805
+15,867
37
$650K 0.89%
9,898
+6,136
38
$626K 0.86%
6,300
39
$602K 0.82%
7,096
40
$592K 0.81%
13,280
41
$581K 0.8%
7,141
+4,563
42
$571K 0.78%
+14,796
43
$565K 0.77%
9,959
44
$495K 0.68%
10,692
45
$450K 0.62%
8,721
46
$445K 0.61%
9,525
47
$443K 0.61%
8,139
48
$442K 0.61%
6,360
49
$417K 0.57%
4,545
50
$403K 0.55%
3,550