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
-$6.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$172K
2
+$125K
3
+$110K
4
PEP icon
PepsiCo
PEP
+$97.8K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$88.3K

Top Sells

1
+$277K
2
+$239K
3
+$227K
4
ORCL icon
Oracle
ORCL
+$221K
5
GEHC icon
GE HealthCare
GEHC
+$217K

Sector Composition

1 Technology 24.97%
2 Healthcare 13.18%
3 Financials 12.77%
4 Energy 11.85%
5 Consumer Staples 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$763K 0.54%
20,651
-200
52
$742K 0.52%
3,645
53
$742K 0.52%
3,084
-537
54
$732K 0.51%
52,850
+3,950
55
$692K 0.49%
3,745
+598
56
$682K 0.48%
10,603
-644
57
$654K 0.46%
3,227
+115
58
$638K 0.45%
6,200
59
$604K 0.42%
11,714
-492
60
$594K 0.42%
7,331
-585
61
$571K 0.4%
1,511
62
$549K 0.39%
1,085
63
$505K 0.35%
33,642
-1,750
64
$504K 0.35%
6,150
-100
65
$472K 0.33%
16,482
66
$441K 0.31%
3,400
67
$425K 0.3%
1,994
-930
68
$412K 0.29%
3,695
69
$403K 0.28%
11,324
+1,716
70
$392K 0.28%
730
-100
71
$391K 0.27%
5,501
-750
72
$388K 0.27%
8,145
+1,845
73
$386K 0.27%
4,500
74
$385K 0.27%
7,275
-255
75
$371K 0.26%
6,474
1 2
3
4 5