We are live on ! Find out more
DMC

Drexel Morgan & Co Portfolio holdings

AUM $682M
1-Year Est. Return 21.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$339M
AUM Growth
-$55.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$198K
3
+$100K

Top Sells

1
+$8.08M
2
+$5.92M
3
+$5.91M
4
BYD icon
Boyd Gaming
BYD
+$5.9M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$4.87M

Sector Composition

1 Communication Services 25.66%
2 Healthcare 17.31%
3 Technology 11.08%
4 Consumer Staples 9.88%
5 Financials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-2,083
77
– –
-1,020
78
– –
-875
79
– –
-4,997
80
– –
-1,812
81
– –
-5,896
82
– –
-3,060
83
– –
-100,000
84
– –
-1,080
85
– –
-1,415
86
– –
-665
87
– –
-2,075
88
– –
-1,010
89
– –
-2,555
90
– –
-2,296
91
– –
-3,240
92
– –
-9,615
93
– –
-3,300
94
– –
-1,026
95
– –
-8,832
96
– –
-6,245
97
– –
-2,474
98
– –
-4,688
99
– –
-4,550
100
– –
-6,896
1 2 3
4
5