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
$311M
AUM Growth
-$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$6.59M
3
+$203K
4
RTX icon
RTX Corp
RTX
+$172K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$40.6K

Top Sells

1
+$5.94M
2
+$5.55M
3
+$4.02M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.41M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.35M

Sector Composition

1 Communication Services 32.94%
2 Healthcare 16.93%
3 Technology 10.91%
4 Consumer Staples 10.33%
5 Financials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
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