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
$191M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$417K
2
+$317K
3
+$311K
4
AMGN icon
Amgen
AMGN
+$303K
5
TDG icon
TransDigm Group
TDG
+$303K

Top Sells

1
+$640K
2
+$231K
3
+$229K
4
AUB icon
Atlantic Union Bankshares
AUB
+$226K
5
NEM icon
Newmont
NEM
+$143K

Sector Composition

1 Technology 29.41%
2 Financials 13.57%
3 Healthcare 11.03%
4 Energy 9.29%
5 Consumer Staples 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.08M 1.08%
7,418
+275
27
$2.05M 1.06%
7,839
28
$2.01M 1.04%
17,153
+727
29
$1.91M 0.99%
11,080
+180
30
$1.82M 0.94%
10,730
-449
31
$1.77M 0.91%
14,555
-46
32
$1.74M 0.9%
3,035
+14
33
$1.67M 0.86%
18,315
+36
34
$1.63M 0.84%
56,168
-2,400
35
$1.61M 0.84%
9,497
-248
36
$1.6M 0.83%
34,970
+33
37
$1.5M 0.78%
15,860
-300
38
$1.46M 0.75%
28,122
39
$1.38M 0.71%
15,317
-324
40
$1.37M 0.71%
1,544
+351
41
$1.3M 0.67%
10,740
-150
42
$1.27M 0.66%
6,751
+31
43
$1.23M 0.64%
55,782
+3,056
44
$1.22M 0.63%
27,176
-50
45
$1.21M 0.63%
12,377
-1,230
46
$1.18M 0.61%
6,814
47
$1.17M 0.61%
4,274
+51
48
$1.16M 0.6%
3,839
-10
49
$1.13M 0.59%
1,598
50
$1.13M 0.59%
30,071
-6,000
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