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
$84.2M
AUM Growth
-$5.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$1.32M
2 +$1.17M
3 +$593K
4
KMI icon
Kinder Morgan
KMI
+$290K
5
KKR icon
KKR & Co
KKR
+$246K

Top Sells

1 +$4.44M
2 +$1.46M
3 +$1.37M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.1M
5
NVS icon
Novartis
NVS
+$673K

Sector Composition

1 Healthcare 11.22%
2 Industrials 9.86%
3 Consumer Staples 8.61%
4 Technology 8.04%
5 Energy 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,000