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
$156M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$721K
2
+$467K
3
+$404K
4
CRM icon
Salesforce
CRM
+$307K
5
KKR icon
KKR & Co
KKR
+$249K

Top Sells

1
+$446K
2
+$342K
3
+$237K
4
PFE icon
Pfizer
PFE
+$219K
5
PEP icon
PepsiCo
PEP
+$148K

Sector Composition

1 Technology 26.78%
2 Financials 13.41%
3 Healthcare 11.85%
4 Energy 10.05%
5 Consumer Discretionary 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$405K 0.26%
3,000
77
$404K 0.26%
+3,736
78
$401K 0.26%
11,650
79
$386K 0.25%
3,014
80
$375K 0.24%
6,174
-300
81
$362K 0.23%
8,000
-145
82
$351K 0.22%
7,623
83
$351K 0.22%
1,186
+7
84
$340K 0.22%
6,763
+41
85
$332K 0.21%
1,120
86
$325K 0.21%
5,664
87
$313K 0.2%
3,600
-900
88
$307K 0.2%
1,955
89
$292K 0.19%
615
90
$280K 0.18%
3,000
91
$279K 0.18%
11,095
-1,650
92
$263K 0.17%
4,281
-179
93
$249K 0.16%
+3,000
94
$247K 0.16%
17,887
-560
95
$239K 0.15%
5,814
96
$223K 0.14%
815
97
$223K 0.14%
1,900
98
$217K 0.14%
+2,059
99
$213K 0.14%
19,750
+4,750
100
$210K 0.13%
+800
1 2 3
4
5