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
$136M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$8.7M
2
+$8.1M
3
+$8.06M
4
CVX icon
Chevron
CVX
+$7.43M
5
XOM icon
Exxon Mobil
XOM
+$5.16M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.21%
2 Healthcare 16.13%
3 Energy 12.85%
4 Financials 12.54%
5 Consumer Staples 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$345K 0.24%
+7,673
77
$340K 0.24%
+5,535
78
$331K 0.23%
+4,500
79
$324K 0.23%
+1,861
80
$322K 0.23%
+13,267
81
$322K 0.23%
+879
82
$308K 0.22%
+2,950
83
$308K 0.22%
+1,285
84
$295K 0.21%
+28,700
85
$283K 0.2%
+10,708
86
$282K 0.2%
+7,224
87
$277K 0.19%
+2,304
88
$269K 0.19%
+703
89
$256K 0.18%
+1,977
90
$247K 0.17%
+800
91
$236K 0.17%
+4,703
92
$234K 0.16%
+300
93
$233K 0.16%
+33,300
94
$229K 0.16%
+1,900
95
$223K 0.16%
+2,220
96
$219K 0.15%
+18,447
97
$217K 0.15%
+825
98
$175K 0.12%
+18,633
99
$167K 0.12%
+10,000
100
$156K 0.11%
+14,000
1 2 3
4
5