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
$84.4M
AUM Growth
-$9.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$670K
2 +$437K
3 +$295K
4
EMC
EMC CORPORATION
EMC
+$216K
5
JPM icon
JPMorgan Chase
JPM
+$203K

Top Sells

1 +$1.32M
2 +$1.3M
3 +$902K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$453K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$338K

Sector Composition

1 Healthcare 11.97%
2 Financials 9.21%
3 Consumer Staples 7.6%
4 Industrials 7.42%
5 Technology 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,000