DMC
Drexel Morgan & Co Portfolio holdings
AUM
$563M
This Quarter Return
+6.57%
1 Year Return
+16.33%
3 Year Return
+35.75%
5 Year Return
+77.61%
10 Year Return
+146.93%
AUM
$133M
AUM Growth
+$133M
(+2.9%)
Cap. Flow
-$3.98M
Cap. Flow
% of AUM
-2.99%
Top 10 Holdings %
Top 10 Hldgs %
40.91%
Holding
90
New
2
Increased
15
Reduced
30
Closed
2
Top Buys
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$727K |
| 2 |
JPMorgan Chase
JPM
|
$593K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$424K |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
$315K |
| 5 |
IBM
IBM
|
$280K |
Top Sells
| 1 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$679K |
| 2 |
Apple
AAPL
|
$475K |
| 3 |
Medtronic
MDT
|
$428K |
| 4 |
Abbott
ABT
|
$385K |
| 5 |
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% |
