DCM

Dudley Capital Management Portfolio holdings

AUM $228M
1-Year Est. Return 27.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
+$6.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$362K
3
+$249K
4
GEHC icon
GE HealthCare
GEHC
+$227K
5
RTX icon
RTX Corp
RTX
+$205K

Top Sells

1
+$1.31M
2
+$302K
3
+$295K
4
TPL icon
Texas Pacific Land
TPL
+$234K
5
MMM icon
3M
MMM
+$223K

Sector Composition

1 Technology 22.66%
2 Healthcare 14.38%
3 Financials 12.37%
4 Energy 11.61%
5 Consumer Staples 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.63M 1.14%
+15,308
27
$1.53M 1.08%
43,725
28
$1.53M 1.07%
11,964
+54
29
$1.52M 1.07%
15,635
-51
30
$1.49M 1.05%
7,200
31
$1.47M 1.04%
30,009
+15
32
$1.46M 1.02%
35,540
-50
33
$1.37M 0.96%
30,704
+90
34
$1.36M 0.95%
16,820
+910
35
$1.35M 0.95%
12,951
+326
36
$1.32M 0.93%
6,211
-10
37
$1.3M 0.91%
12,610
+130
38
$1.29M 0.91%
9,853
+155
39
$1.12M 0.79%
17,700
+118
40
$1.11M 0.78%
28,621
+1,008
41
$1.07M 0.75%
35,806
+321
42
$1.04M 0.73%
10,600
+2,083
43
$1.03M 0.72%
20,975
+990
44
$1.01M 0.71%
6,792
45
$889K 0.62%
50,767
+172
46
$870K 0.61%
3,814
47
$855K 0.6%
11,257
-415
48
$840K 0.59%
8,391
+90
49
$817K 0.57%
1,644
50
$806K 0.57%
3,621
1
2
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