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
$133M
AUM Growth
+$3.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$727K
2
+$593K
3
+$424K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$315K
5
IBM icon
IBM
IBM
+$280K

Top Sells

1
+$679K
2
+$475K
3
+$428K
4
ABT icon
Abbott
ABT
+$385K
5
DE icon
Deere & Co
DE
+$356K

Sector Composition

1 Healthcare 12.63%
2 Technology 9.22%
3 Industrials 8.63%
4 Consumer Staples 7.45%
5 Financials 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$586K 0.44%
6,890
52
$570K 0.43%
2,000
53
$559K 0.42%
8,606
54
$550K 0.41%
2,613
55
$492K 0.37%
5,552
56
$483K 0.36%
4,550
-467
57
$481K 0.36%
1,812
58
$478K 0.36%
2,608
59
$475K 0.36%
4,688
60
$464K 0.35%
2,165
61
$439K 0.33%
1,870
-105
62
$423K 0.32%
1,439
63
$418K 0.31%
4,997
64
$382K 0.29%
3,527
65
$365K 0.27%
6,896
66
$349K 0.26%
1,169
-340
67
$346K 0.26%
1,844
+540
68
$346K 0.26%
1,170
69
$319K 0.24%
5,926
70
$314K 0.24%
10,200
71
$303K 0.23%
2,730
72
$300K 0.23%
3,243
73
$295K 0.22%
5,035
74
$285K 0.21%
875
75
$270K 0.2%
3,631
1 2
3
4