DMC
Drexel Morgan & Co Portfolio holdings
AUM
$563M
1-Year Est. Return
16.33%
1 Year Est. Return
+16.33%
AUM
$563M
AUM Growth
+$86.7M
(+18%)
Holding
56
Top Buys
| 1 | +$15.9M | |
| 2 | +$14.5M | |
| 3 | +$12.4M | |
| 4 |
United Parcel Service
UPS
|
+$10.1M |
| 5 |
Cleveland-Cliffs
CLF
|
+$8.44M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 23.84% |
| 2 | Financials | 15.18% |
| 3 | Industrials | 12.9% |
| 4 | Technology | 11.72% |
| 5 | Healthcare | 9.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Cisco
CSCO
$279B
| $253K | 0.05% |
3,650
|
|
||
52
Berkshire Hathaway Class B
BRK.B
$1.07T
| $243K | 0.04% |
500
|
|
||
53
Lowe's Companies
LOW
$136B
| $240K | 0.04% |
1,080
|
|
||
54
Verizon
VZ
$172B
| $216K | 0.04% |
+5,000
|
|
||
55
Automatic Data Processing
ADP
$115B
| $216K | 0.04% |
700
|
|
||
56
Amgen
AMGN
$163B
| $209K | 0.04% |
750
|
|