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
$156M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$721K
2
+$467K
3
+$404K
4
CRM icon
Salesforce
CRM
+$307K
5
KKR icon
KKR & Co
KKR
+$249K

Top Sells

1
+$446K
2
+$342K
3
+$237K
4
PFE icon
Pfizer
PFE
+$219K
5
PEP icon
PepsiCo
PEP
+$148K

Sector Composition

1 Technology 26.78%
2 Financials 13.41%
3 Healthcare 11.85%
4 Energy 10.05%
5 Consumer Discretionary 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$895K 0.57%
3,645
52
$884K 0.56%
50,139
+25
53
$870K 0.56%
21,027
+376
54
$820K 0.52%
55,550
+2,700
55
$785K 0.5%
3,745
56
$746K 0.48%
10,603
57
$737K 0.47%
6,200
58
$736K 0.47%
1,511
59
$721K 0.46%
+1,650
60
$718K 0.46%
3,084
61
$643K 0.41%
11,732
+18
62
$609K 0.39%
16,482
63
$576K 0.37%
1,085
64
$558K 0.36%
11,103
-221
65
$555K 0.35%
6,150
66
$517K 0.33%
3,695
67
$508K 0.32%
3,400
68
$478K 0.3%
1,984
-10
69
$474K 0.3%
28,277
-5,365
70
$467K 0.3%
+2,958
71
$447K 0.29%
6,900
-375
72
$438K 0.28%
5,501
73
$426K 0.27%
1,802
+100
74
$426K 0.27%
730
75
$424K 0.27%
4,701
-2,630
1 2
3
4 5