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
$142M
AUM Growth
+$6.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$386K
3
+$261K
4
OXY icon
Occidental Petroleum
OXY
+$250K
5
RTX icon
RTX Corp
RTX
+$204K

Top Sells

1
+$1.31M
2
+$345K
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 1.11%
+15,308
27
$1.53M 1.04%
43,725
28
$1.53M 1.04%
11,964
+54
29
$1.52M 1.03%
15,635
-51
30
$1.49M 1.02%
7,200
31
$1.47M 1%
30,009
+15
32
$1.46M 0.99%
35,540
-50
33
$1.37M 0.93%
30,704
+90
34
$1.36M 0.92%
16,820
+910
35
$1.35M 0.92%
12,951
+326
36
$1.32M 0.9%
6,211
-10
37
$1.3M 0.89%
12,610
+130
38
$1.29M 0.88%
9,853
+155
39
$1.12M 0.76%
17,700
+118
40
$1.11M 0.76%
28,621
+1,008
41
$1.07M 0.73%
35,806
+321
42
$1.04M 0.71%
10,600
+2,083
43
$1.03M 0.7%
20,975
+990
44
$1.01M 0.69%
6,792
45
$889K 0.6%
50,767
+172
46
$870K 0.59%
3,814
47
$855K 0.58%
11,257
-415
48
$840K 0.57%
8,391
+90
49
$817K 0.56%
1,644
50
$806K 0.55%
3,621
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