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
$467M
AUM Growth
-$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$5.9M
2 +$1.5M
3 +$780K
4
DE icon
Deere & Co
DE
+$739K
5
UNP icon
Union Pacific
UNP
+$339K

Top Sells

1 +$565K
2 +$219K
3 +$19.2K

Sector Composition

1 Communication Services 28.76%
2 Healthcare 11.97%
3 Materials 10.45%
4 Technology 10.11%
5 Financials 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$234K 0.05%
750
52
$222K 0.05%
+1,800
53
$203K 0.04%
500
54
-25,984