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
$179M
AUM Growth
+$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$293K
2
+$261K
3
+$229K
4
PANW icon
Palo Alto Networks
PANW
+$225K
5
APD icon
Air Products & Chemicals
APD
+$206K

Top Sells

1
+$330K
2
+$227K
3
+$212K
4
MPC icon
Marathon Petroleum
MPC
+$210K
5
SBUX icon
Starbucks
SBUX
+$159K

Sector Composition

1 Technology 30.86%
2 Financials 12.9%
3 Healthcare 10.56%
4 Energy 9.98%
5 Communication Services 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.79M 0.99%
2,103
+50
27
$1.75M 0.97%
16,426
+1,346
28
$1.75M 0.97%
10,900
29
$1.7M 0.94%
9,818
-146
30
$1.64M 0.91%
58,568
+25
31
$1.61M 0.89%
9,745
+2
32
$1.55M 0.86%
7,839
33
$1.52M 0.84%
3,021
+187
34
$1.49M 0.83%
18,279
+38
35
$1.48M 0.82%
34,937
+36
36
$1.48M 0.82%
14,601
-55
37
$1.47M 0.81%
16,160
38
$1.25M 0.69%
13,607
-1,434
39
$1.23M 0.68%
15,641
-1,065
40
$1.18M 0.66%
36,071
41
$1.17M 0.65%
28,122
-30
42
$1.12M 0.62%
6,814
43
$1.12M 0.62%
27,226
-425
44
$1.12M 0.62%
3,849
+20
45
$1.09M 0.61%
10,890
46
$1.09M 0.6%
4,223
-205
47
$1.08M 0.6%
1,193
+288
48
$1.08M 0.6%
1,598
49
$1.07M 0.59%
6,720
-2,075
50
$1.05M 0.58%
52,726
+2,561
1
2
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