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
$171M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$229K
3
+$227K
4
BXP icon
Boston Properties
BXP
+$222K
5
CDNS icon
Cadence Design Systems
CDNS
+$219K

Top Sells

1
+$430K
2
+$267K
3
+$263K
4
BA icon
Boeing
BA
+$262K
5
MSFT icon
Microsoft
MSFT
+$243K

Sector Composition

1 Technology 27.84%
2 Financials 13.56%
3 Healthcare 11.66%
4 Energy 10.31%
5 Communication Services 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.89M 1.1%
9,964
+3
27
$1.69M 0.98%
9,743
+4
28
$1.65M 0.96%
15,080
+11,344
29
$1.62M 0.95%
58,543
-42
30
$1.49M 0.87%
28,152
-85
31
$1.48M 0.86%
2,053
+184
32
$1.47M 0.86%
10,900
33
$1.47M 0.86%
16,160
-70
34
$1.45M 0.85%
18,241
+43
35
$1.45M 0.85%
16,706
36
$1.39M 0.81%
2,834
+183
37
$1.39M 0.81%
15,041
-397
38
$1.37M 0.8%
7,839
+640
39
$1.36M 0.79%
34,901
+38
40
$1.34M 0.78%
14,656
-296
41
$1.34M 0.78%
4,428
+35
42
$1.26M 0.73%
36,071
-7,654
43
$1.23M 0.72%
8,795
-962
44
$1.17M 0.68%
27,651
+1,130
45
$1.14M 0.67%
12,502
-173
46
$1.12M 0.65%
3,829
+15
47
$1.09M 0.64%
6,814
-100
48
$1.06M 0.62%
10,890
49
$1.01M 0.59%
25,450
50
$982K 0.57%
1,598
+87
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2
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