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
$179M
AUM Growth
+$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$293K
2
+$261K
3
+$229K
4
PANW icon
Palo Alto Networks
PANW
+$225K
5
APD icon
Air Products & Chemicals
APD
+$206K

Top Sells

1
+$330K
2
+$227K
3
+$212K
4
MPC icon
Marathon Petroleum
MPC
+$210K
5
SBUX icon
Starbucks
SBUX
+$159K

Sector Composition

1 Technology 30.86%
2 Financials 12.9%
3 Healthcare 10.56%
4 Energy 9.98%
5 Communication Services 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.01M 0.56%
25,450
52
$930K 0.52%
60,570
+700
53
$856K 0.47%
20,453
-374
54
$851K 0.47%
18,683
-2,835
55
$833K 0.46%
1,666
56
$826K 0.46%
6,200
57
$825K 0.46%
3,645
58
$814K 0.45%
10,458
-2,044
59
$800K 0.44%
3,745
60
$770K 0.43%
10,603
61
$703K 0.39%
2,946
-38
62
$651K 0.36%
1,954
+348
63
$640K 0.35%
3,516
-530
64
$634K 0.35%
16,328
-154
65
$633K 0.35%
6,075
66
$599K 0.33%
1,084
67
$590K 0.33%
3,695
68
$565K 0.31%
10,647
-1,093
69
$534K 0.3%
5,501
70
$509K 0.28%
1,624
-50
71
$506K 0.28%
3,083
+125
72
$465K 0.26%
24,352
73
$464K 0.26%
3,600
74
$441K 0.24%
2,864
-150
75
$433K 0.24%
6,118
-56
1 2
3
4 5