DMC
Drexel Morgan & Co Portfolio holdings
AUM
$563M
This Quarter Return
+5.08%
1 Year Return
+16.33%
3 Year Return
+35.75%
5 Year Return
+77.61%
10 Year Return
+146.93%
AUM
$88.6M
AUM Growth
+$88.6M
(+7.7%)
Cap. Flow
+$2.84M
Cap. Flow
% of AUM
3.21%
Top 10 Holdings %
Top 10 Hldgs %
39.18%
Holding
94
New
8
Increased
8
Reduced
6
Closed
2
Top Buys
| 1 |
iShares Russell 2000 Value ETF
IWN
|
$1.14M |
| 2 |
SPDR S&P Dividend ETF
SDY
|
$333K |
| 3 |
Genuine Parts
GPC
|
$233K |
| 4 |
UnitedHealth
UNH
|
$227K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$220K |
Top Sells
| 1 |
Williams Companies
WMB
|
$235K |
| 2 |
ConocoPhillips
COP
|
$201K |
| 3 |
EOG Resources
EOG
|
$111K |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$87.2K |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
$84.6K |
Sector Composition
| 1 | Healthcare | 12.02% |
| 2 | Financials | 10.36% |
| 3 | Consumer Staples | 9.17% |
| 4 | Industrials | 7.9% |
| 5 | Technology | 6.87% |
