DCM

Dudley Capital Management Portfolio holdings

AUM $199M
1-Year Est. Return 24.02%
This Quarter Est. Return
1 Year Est. Return
+24.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$8.7M
2
+$8.1M
3
+$8.06M
4
CVX icon
Chevron
CVX
+$7.43M
5
XOM icon
Exxon Mobil
XOM
+$5.16M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.21%
2 Healthcare 16.13%
3 Energy 12.85%
4 Financials 12.54%
5 Consumer Staples 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.53M 1.07%
+104,640
27
$1.43M 1%
+35,590
28
$1.42M 0.99%
+29,994
29
$1.42M 0.99%
+15,970
30
$1.4M 0.98%
+30,614
31
$1.37M 0.96%
+9,698
32
$1.31M 0.92%
+5,654
33
$1.31M 0.92%
+11,910
34
$1.25M 0.88%
+12,625
35
$1.24M 0.87%
+15,910
36
$1.19M 0.83%
+6,221
37
$1.17M 0.82%
+35,485
38
$1.16M 0.81%
+17,582
39
$1.09M 0.76%
+27,613
40
$1.05M 0.73%
+12,480
41
$1.03M 0.72%
+6,792
42
$946K 0.66%
+3,814
43
$943K 0.66%
+19,985
44
$915K 0.64%
+50,595
45
$887K 0.62%
+7,200
46
$865K 0.61%
+3,621
47
$860K 0.6%
+8,517
48
$831K 0.58%
+11,672
49
$765K 0.54%
+3,695
50
$760K 0.53%
+41,292
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