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
+$6.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$386K
3
+$261K
4
OXY icon
Occidental Petroleum
OXY
+$250K
5
RTX icon
RTX Corp
RTX
+$204K

Top Sells

1
+$1.31M
2
+$345K
3
+$295K
4
TPL icon
Texas Pacific Land
TPL
+$234K
5
MMM icon
3M
MMM
+$223K

Sector Composition

1 Technology 22.66%
2 Healthcare 14.38%
3 Financials 12.37%
4 Energy 11.61%
5 Consumer Staples 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$386K 0.26%
+3,000
77
$369K 0.25%
1,900
+39
78
$361K 0.25%
1,702
+297
79
$351K 0.24%
7,623
-50
80
$351K 0.24%
6,966
+2,263
81
$329K 0.22%
10,083
-625
82
$328K 0.22%
4,500
83
$326K 0.22%
13,112
-155
84
$306K 0.21%
1,336
+51
85
$302K 0.21%
879
86
$279K 0.19%
3,014
+64
87
$278K 0.19%
680
-23
88
$277K 0.19%
5,476
-59
89
$276K 0.19%
6,836
-388
90
$261K 0.18%
+3,176
91
$250K 0.17%
+4,000
92
$234K 0.16%
815
+15
93
$231K 0.16%
825
94
$230K 0.16%
18,447
95
$227K 0.15%
1,981
+4
96
$223K 0.15%
1,900
97
$201K 0.14%
28,900
-4,400
98
$182K 0.12%
18,483
-150
99
$171K 0.12%
15,000
+1,000
100
$157K 0.11%
32,000
1 2 3
4
5