DMC

Drexel Morgan & Co Portfolio holdings

AUM $639M
1-Year Est. Return 27.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$60.3M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$2.88M
3
+$2.56M
4
WASH icon
Washington Trust Bancorp
WASH
+$2.51M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.21M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.83%
2 Consumer Staples 9.58%
3 Healthcare 9.25%
4 Technology 6.88%
5 Energy 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$210K 0.35%
+2,578
77
$203K 0.34%
+9,275
78
$202K 0.33%
+2,765
79
$202K 0.33%
+4,940
80
$194K 0.32%
+11,391
81
$144K 0.24%
+4,260
82
$39K 0.06%
+798
1 2 3
4