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
$156M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$721K
2
+$467K
3
+$404K
4
CRM icon
Salesforce
CRM
+$307K
5
KKR icon
KKR & Co
KKR
+$249K

Top Sells

1
+$446K
2
+$342K
3
+$237K
4
PFE icon
Pfizer
PFE
+$219K
5
PEP icon
PepsiCo
PEP
+$148K

Sector Composition

1 Technology 26.78%
2 Financials 13.41%
3 Healthcare 11.85%
4 Energy 10.05%
5 Consumer Discretionary 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.69M 1.08%
32,088
+120
27
$1.65M 1.06%
9,739
-873
28
$1.65M 1.05%
11,434
-97
29
$1.63M 1.04%
9,961
+4
30
$1.6M 1.02%
43,725
31
$1.53M 0.97%
15,438
+66
32
$1.5M 0.96%
16,230
-4,825
33
$1.45M 0.92%
28,237
34
$1.42M 0.9%
5,431
-200
35
$1.41M 0.9%
14,952
+189
36
$1.38M 0.88%
16,706
-650
37
$1.28M 0.82%
18,198
+132
38
$1.27M 0.81%
31,460
-52
39
$1.23M 0.79%
1,869
+89
40
$1.22M 0.78%
12,675
+1
41
$1.22M 0.78%
10,900
42
$1.21M 0.77%
34,863
+40
43
$1.16M 0.74%
4,393
+1,166
44
$1.02M 0.65%
25,450
-8,490
45
$1.01M 0.65%
6,914
+100
46
$1,000K 0.64%
26,521
+400
47
$994K 0.63%
9,757
-251
48
$990K 0.63%
3,814
49
$938K 0.6%
2,651
+85
50
$916K 0.58%
10,890
+260
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