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
$433M
AUM Growth
+$65.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$6.56M
2 +$4.01M
3 +$3.41M
4
XOM icon
Exxon Mobil
XOM
+$3.07M
5
CAT icon
Caterpillar
CAT
+$2.96M

Top Sells

1 +$98.2K
2 +$34.7K
3 +$18.8K

Sector Composition

1 Communication Services 26.32%
2 Materials 14.38%
3 Healthcare 12.26%
4 Technology 9.97%
5 Financials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$216K 0.05%
750