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
$397M
AUM Growth
-$89.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1 +$333K
2 +$57.7K
3 +$57.7K
4
DE icon
Deere & Co
DE
+$51.6K
5
AXP icon
American Express
AXP
+$49.5K

Top Sells

1 +$38.5M
2 +$36.7M
3 +$20M
4
X
US Steel
X
+$18.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$530K

Sector Composition

1 Communication Services 30.52%
2 Materials 15.44%
3 Healthcare 12.71%
4 Consumer Staples 9.25%
5 Technology 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.21M 0.56%
6,900
27
$2.16M 0.54%
37,544
28
$2.12M 0.53%
28,145
29
$1.73M 0.44%
17,663
30
$1.67M 0.42%
20,701
31
$1.66M 0.42%
16,586
-199,500
32
$1.57M 0.39%
30,172
33
$1.19M 0.3%
13,528
34
$1.09M 0.27%
15,194
35
$1M 0.25%
3,400
36
$894K 0.23%
9,720
37
$687K 0.17%
2,000
38
$665K 0.17%
2,000
+1,000
39
$456K 0.11%
2,500
40
$408K 0.1%
2,500
41
$392K 0.1%
8,578
42
$384K 0.1%
25,984
43
$362K 0.09%
4,288
44
$322K 0.08%
10,000
45
$215K 0.05%
1,350