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
$366M
AUM Growth
+$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$38.6M
2 +$15.7M
3 +$1.44M
4
IBM icon
IBM
IBM
+$943K
5
BND icon
Vanguard Total Bond Market
BND
+$456K

Sector Composition

1 Communication Services 23.32%
2 Healthcare 14.13%
3 Technology 10.41%
4 Consumer Staples 10.03%
5 Financials 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$212K 0.06%
1,010
102
$210K 0.06%
591
103
$205K 0.06%
+440
104
$201K 0.06%
+1,026
105
$200K 0.05%
+4,500
106
-500,000