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
$485M
AUM Growth
-$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$18M
2 +$10.3M
3 +$622K
4
CSCO icon
Cisco
CSCO
+$216K
5
ADP icon
Automatic Data Processing
ADP
+$205K

Top Sells

1 +$54.5M
2 +$7.42M
3 +$242K

Sector Composition

1 Communication Services 24.53%
2 Healthcare 14.37%
3 Technology 11.38%
4 Industrials 10.38%
5 Financials 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$267K 0.06%
1,080
52
$242K 0.05%
1,800
53
$227K 0.05%
500
54
$216K 0.04%
+3,650
55
$205K 0.04%
+700
56
-750
57
-6,600,463