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
-$6.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$172K
2
+$125K
3
+$110K
4
PEP icon
PepsiCo
PEP
+$97.8K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$88.3K

Top Sells

1
+$277K
2
+$239K
3
+$227K
4
ORCL icon
Oracle
ORCL
+$221K
5
GEHC icon
GE HealthCare
GEHC
+$217K

Sector Composition

1 Technology 24.97%
2 Healthcare 13.18%
3 Financials 12.77%
4 Energy 11.85%
5 Consumer Staples 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$354K 0.25%
11,650
77
$348K 0.24%
3,000
78
$337K 0.24%
6,722
+100
79
$335K 0.24%
1,702
80
$332K 0.23%
7,623
81
$329K 0.23%
3,014
82
$322K 0.23%
1,179
-19
83
$312K 0.22%
12,745
84
$305K 0.21%
1,955
85
$295K 0.21%
1,120
+275
86
$283K 0.2%
5,664
-250
87
$269K 0.19%
3,000
88
$263K 0.18%
615
-72
89
$261K 0.18%
4,460
90
$259K 0.18%
18,447
91
$231K 0.16%
815
92
$228K 0.16%
5,814
-1,022
93
$205K 0.14%
1,900
94
$175K 0.12%
28,900
95
$167K 0.12%
18,483
96
$160K 0.11%
10,000
97
$153K 0.11%
34,166
98
$143K 0.1%
15,000
99
$131K 0.09%
11,390
+78
100
$120K 0.08%
33,100
1 2 3
4
5