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
$149M
AUM Growth
+$6.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$420K
2
+$230K
3
+$221K
4
ITW icon
Illinois Tool Works
ITW
+$200K
5
MRK icon
Merck
MRK
+$147K

Top Sells

1
+$454K
2
+$323K
3
+$250K
4
ABBV icon
AbbVie
ABBV
+$165K
5
PFE icon
Pfizer
PFE
+$131K

Sector Composition

1 Technology 25.73%
2 Healthcare 13.44%
3 Financials 11.89%
4 Energy 10.73%
5 Consumer Staples 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$354K 0.24%
5,914
-1,111
77
$350K 0.24%
1,955
+55
78
$346K 0.23%
7,623
79
$342K 0.23%
4,500
80
$336K 0.23%
3,014
81
$332K 0.22%
6,622
-344
82
$321K 0.22%
9,608
-475
83
$315K 0.21%
12,745
-367
84
$305K 0.2%
6,300
+824
85
$305K 0.2%
687
+7
86
$298K 0.2%
4,460
-6,797
87
$295K 0.2%
1,198
-138
88
$278K 0.19%
6,836
89
$252K 0.17%
845
+20
90
$244K 0.16%
815
91
$239K 0.16%
1,219
-1,644
92
$234K 0.16%
18,447
93
$230K 0.15%
+3,000
94
$227K 0.15%
1,983
+2
95
$221K 0.15%
+1,859
96
$217K 0.15%
2,676
-500
97
$215K 0.14%
1,900
98
$200K 0.13%
+800
99
$199K 0.13%
34,166
100
$179K 0.12%
28,900
1 2 3
4
5