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
$79.2M
AUM Growth
+$5.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$873K
2 +$680K
3 +$458K
4
UNP icon
Union Pacific
UNP
+$379K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$348K

Top Sells

1 +$78.9K
2 +$38.3K
3 +$12.3K
4
CVX icon
Chevron
CVX
+$4.05K

Sector Composition

1 Healthcare 10.78%
2 Consumer Staples 9.38%
3 Financials 8.91%
4 Industrials 7.67%
5 Technology 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$215K 0.27%
9,595
77
$215K 0.27%
+1,788
78
$211K 0.27%
5,748
79
$210K 0.27%
+6,899
80
$204K 0.26%
5,520
81
$195K 0.25%
1,572
+58
82
$61K 0.08%
+1,000