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
$142M
AUM Growth
+$6.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$386K
3
+$261K
4
OXY icon
Occidental Petroleum
OXY
+$250K
5
RTX icon
RTX Corp
RTX
+$204K

Top Sells

1
+$1.31M
2
+$345K
3
+$295K
4
TPL icon
Texas Pacific Land
TPL
+$234K
5
MMM icon
3M
MMM
+$223K

Sector Composition

1 Technology 22.66%
2 Healthcare 14.38%
3 Financials 12.37%
4 Energy 11.61%
5 Consumer Staples 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$764K 0.52%
10,008
-4,516
52
$738K 0.5%
38,342
-2,950
53
$724K 0.49%
3,595
-100
54
$706K 0.48%
2,863
-50
55
$699K 0.48%
1,213
56
$690K 0.47%
10,750
57
$681K 0.46%
12,419
+17
58
$666K 0.45%
8,781
59
$662K 0.45%
9,909
-333
60
$626K 0.43%
3,277
61
$622K 0.42%
3,112
62
$617K 0.42%
48,900
+300
63
$539K 0.37%
15,803
-200
64
$536K 0.36%
1,551
+30
65
$517K 0.35%
6,200
66
$501K 0.34%
2,924
67
$488K 0.33%
2,304
68
$486K 0.33%
6,299
-100
69
$470K 0.32%
6,251
70
$462K 0.31%
6,450
71
$455K 0.31%
3,318
+13
72
$454K 0.31%
3,400
73
$445K 0.3%
7,025
-70
74
$402K 0.27%
3,630
75
$397K 0.27%
11,043
1 2
3
4 5