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
$171M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$229K
3
+$227K
4
BXP icon
Boston Properties
BXP
+$222K
5
CDNS icon
Cadence Design Systems
CDNS
+$219K

Top Sells

1
+$430K
2
+$267K
3
+$263K
4
BA icon
Boeing
BA
+$262K
5
MSFT icon
Microsoft
MSFT
+$243K

Sector Composition

1 Technology 27.84%
2 Financials 13.56%
3 Healthcare 11.66%
4 Energy 10.31%
5 Communication Services 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$930K 0.54%
21,518
-9,942
52
$924K 0.54%
50,165
+26
53
$915K 0.53%
59,870
+4,320
54
$887K 0.52%
3,645
55
$821K 0.48%
6,200
56
$800K 0.47%
1,666
+16
57
$783K 0.46%
10,603
58
$767K 0.45%
4,046
-1,385
59
$759K 0.44%
20,827
-200
60
$757K 0.44%
3,745
61
$732K 0.43%
2,984
-100
62
$688K 0.4%
905
+175
63
$684K 0.4%
11,740
+8
64
$638K 0.37%
3,695
65
$632K 0.37%
16,482
66
$626K 0.37%
1,084
-1
67
$584K 0.34%
1,606
+420
68
$559K 0.33%
6,075
-75
69
$522K 0.31%
1,674
-310
70
$505K 0.29%
4,156
-545
71
$498K 0.29%
2,958
72
$490K 0.29%
5,501
73
$487K 0.28%
3,400
74
$474K 0.28%
10,653
-450
75
$449K 0.26%
3,014
1 2
3
4 5