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
$433M
AUM Growth
+$65.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$4.01M
3
+$3.41M
4
XOM icon
Exxon Mobil
XOM
+$3.07M
5
CAT icon
Caterpillar
CAT
+$2.96M

Top Sells

1
+$98.2K
2
+$34.7K
3
+$18.8K

Sector Composition

1 Communication Services 26.32%
2 Materials 14.38%
3 Healthcare 12.26%
4 Technology 9.97%
5 Financials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.54M 0.59%
38,544
27
$2.31M 0.53%
25,262
+10,957
28
$2.3M 0.53%
28,820
29
$1.76M 0.41%
21,326
30
$1.54M 0.36%
31,722
+350
31
$1.5M 0.35%
16,586
32
$1.49M 0.34%
17,663
33
$1.24M 0.29%
2,134
+134
34
$1.17M 0.27%
15,194
35
$1.14M 0.26%
3,300
-100
36
$981K 0.23%
9,720
37
$754K 0.17%
2,000
38
$575K 0.13%
+2,866
39
$540K 0.12%
25,984
40
$493K 0.11%
8,578
41
$442K 0.1%
2,600
+100
42
$392K 0.09%
+7,065
43
$384K 0.09%
4,288
44
$376K 0.09%
10,000
45
$373K 0.09%
2,500
46
$332K 0.08%
6,747
47
$249K 0.06%
1,609
+259
48
$247K 0.06%
+693
49
$223K 0.05%
1,000
50
$219K 0.05%
+3,110
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2
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