DMC
Drexel Morgan & Co Portfolio holdings
AUM
$637M
1-Year Est. Return
16.16%
1 Year Est. Return
+16.16%
AUM
$637M
AUM Growth
+$73.5M
(+13%)
Holding
56
Top Buys
| 1 | +$33.4M | |
| 2 | +$4.39M | |
| 3 | +$1.22M | |
| 4 |
Washington Trust Bancorp
WASH
|
+$401K |
Sector Composition
| 1 | Communication Services | 21.17% |
| 2 | Industrials | 16.04% |
| 3 | Financials | 14.38% |
| 4 | Materials | 10.92% |
| 5 | Technology | 10.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Amazon
AMZN
$2.56T
| $307K | 0.05% |
1,400
|
|
||
52
Lowe's Companies
LOW
$156B
| $271K | 0.04% |
1,080
|
|
||
53
Berkshire Hathaway Class B
BRK.B
$1.06T
| $251K | 0.04% |
500
|
|
||
54
Cisco
CSCO
$297B
| $250K | 0.04% |
3,650
|
|
||
55
Amgen
AMGN
$178B
| $212K | 0.03% |
750
|
|
||
56
Automatic Data Processing
ADP
$105B
| $205K | 0.03% |
700
|
|