DMC

Drexel Morgan & Co Portfolio holdings

AUM $639M
1-Year Est. Return 27.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$284M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$4.82M
2 +$1.52M
3 +$1.35M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$933K
5
VTV icon
Vanguard Value ETF
VTV
+$445K

Top Sells

1 +$2.51M
2 +$1.28M
3 +$245K
4
CL icon
Colgate-Palmolive
CL
+$239K
5
PAYX icon
Paychex
PAYX
+$239K

Sector Composition

1 Communication Services 15.59%
2 Technology 11.97%
3 Consumer Staples 11.91%
4 Healthcare 11.78%
5 Financials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,631