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
$538M
AUM Growth
+$71.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$16.5M
2 +$15M
3 +$5.28M
4
CLF icon
Cleveland-Cliffs
CLF
+$1.49M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$627K

Top Sells

1 +$28.7K
2 +$6.44K

Sector Composition

1 Communication Services 31.43%
2 Healthcare 11.23%
3 Technology 10.11%
4 Industrials 9.74%
5 Financials 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$252K 0.05%
1,520
52
$251K 0.05%
+2,500
53
$242K 0.04%
750
54
$230K 0.04%
500
55
$219K 0.04%
1,800