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
$486M
AUM Growth
+$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$19.8M
2 +$6.64M
3 +$203K
4
AMZN icon
Amazon
AMZN
+$203K
5
RTX icon
RTX Corp
RTX
+$61.2K

Top Sells

1 +$219K
2 +$87.7K
3 +$81.2K

Sector Composition

1 Communication Services 27.24%
2 Materials 14.23%
3 Healthcare 11.29%
4 Technology 9.78%
5 Financials 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$203K 0.04%
+1,200
52
$203K 0.04%
+1,125
53
-3,110