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
-$6.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$172K
2
+$125K
3
+$110K
4
PEP icon
PepsiCo
PEP
+$97.8K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$88.3K

Top Sells

1
+$277K
2
+$239K
3
+$227K
4
ORCL icon
Oracle
ORCL
+$221K
5
GEHC icon
GE HealthCare
GEHC
+$217K

Sector Composition

1 Technology 24.97%
2 Healthcare 13.18%
3 Financials 12.77%
4 Energy 11.85%
5 Consumer Staples 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.77M 1.24%
13,930
+1,350
27
$1.7M 1.2%
31,968
+501
28
$1.64M 1.15%
28,237
29
$1.4M 0.98%
9,957
-31
30
$1.37M 0.96%
14,763
-291
31
$1.36M 0.96%
15,372
+15
32
$1.36M 0.95%
17,356
+51
33
$1.33M 0.93%
31,512
+455
34
$1.31M 0.92%
33,940
-925
35
$1.28M 0.9%
11,531
+16
36
$1.26M 0.88%
43,725
37
$1.17M 0.82%
34,823
-860
38
$1.16M 0.81%
12,674
-18
39
$1.15M 0.8%
18,066
+293
40
$1.08M 0.76%
5,631
-515
41
$1.04M 0.73%
6,213
+35
42
$1.01M 0.71%
1,780
+65
43
$994K 0.7%
6,814
44
$905K 0.64%
10,900
45
$883K 0.62%
10,008
46
$847K 0.59%
26,121
-2,092
47
$843K 0.59%
3,814
48
$831K 0.58%
50,114
+23
49
$770K 0.54%
2,566
+267
50
$765K 0.54%
10,630
-685
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