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
$136M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$8.7M
2
+$8.1M
3
+$8.06M
4
CVX icon
Chevron
CVX
+$7.43M
5
XOM icon
Exxon Mobil
XOM
+$5.16M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.21%
2 Healthcare 16.13%
3 Energy 12.85%
4 Financials 12.54%
5 Consumer Staples 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$758K 0.53%
+14,524
52
$751K 0.53%
+1,644
53
$723K 0.51%
+2,913
54
$721K 0.5%
+8,301
55
$702K 0.49%
+3,277
56
$689K 0.48%
+16,003
57
$672K 0.47%
+8,781
58
$668K 0.47%
+1,213
59
$631K 0.44%
+10,242
60
$625K 0.44%
+12,402
61
$601K 0.42%
+10,750
62
$561K 0.39%
+48,600
63
$535K 0.37%
+6,399
64
$493K 0.34%
+6,251
65
$492K 0.34%
+3,630
66
$459K 0.32%
+2,924
67
$450K 0.32%
+7,095
68
$449K 0.31%
+1,521
69
$428K 0.3%
+3,400
70
$424K 0.3%
+6,200
71
$423K 0.3%
+6,450
72
$413K 0.29%
+3,112
73
$405K 0.28%
+11,043
74
$348K 0.24%
+3,305
75
$346K 0.24%
+1,405
1 2
3
4 5