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
$284M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$5.15M
2 +$1.47M
3 +$1.33M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$941K
5
VTV icon
Vanguard Value ETF
VTV
+$444K

Top Sells

1 +$3.07M
2 +$1.29M
3 +$254K
4
APD icon
Air Products & Chemicals
APD
+$253K
5
CL icon
Colgate-Palmolive
CL
+$242K

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