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
$85.3M
AUM Growth
-$4.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$1.1M
2 +$914K
3 +$352K
4
ACN icon
Accenture
ACN
+$205K
5
CSCO icon
Cisco
CSCO
+$205K

Top Sells

1 +$3.6M
2 +$868K
3 +$843K
4
YHOO
Yahoo Inc
YHOO
+$532K
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$430K

Sector Composition

1 Healthcare 11.58%
2 Consumer Staples 9.21%
3 Industrials 8.89%
4 Technology 7.52%
5 Energy 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-23,400
102
-16,000
103
-12,432