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
$339M
AUM Growth
-$55.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1 +$1.58M
2 +$205K
3 +$115K

Top Sells

1 +$8.15M
2 +$6.23M
3 +$5.95M
4
BYD icon
Boyd Gaming
BYD
+$5.9M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$4.87M

Sector Composition

1 Communication Services 25.66%
2 Healthcare 17.31%
3 Technology 11.08%
4 Consumer Staples 9.88%
5 Financials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,199
102
-1,490
103
-440
104
-4,056
105
-1,420
106
-1,151
107
-1,260
108
-4,385
109
-2,335
110
-2,323