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
$171M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$229K
3
+$227K
4
BXP icon
Boston Properties
BXP
+$222K
5
CDNS icon
Cadence Design Systems
CDNS
+$219K

Top Sells

1
+$430K
2
+$267K
3
+$263K
4
BA icon
Boeing
BA
+$262K
5
MSFT icon
Microsoft
MSFT
+$243K

Sector Composition

1 Technology 27.84%
2 Financials 13.56%
3 Healthcare 11.66%
4 Energy 10.31%
5 Communication Services 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$426K 0.25%
24,352
-3,925
77
$423K 0.25%
1,680
-122
78
$408K 0.24%
8,008
+8
79
$404K 0.24%
3,600
80
$391K 0.23%
6,174
81
$388K 0.23%
8,623
+1,000
82
$387K 0.23%
6,900
83
$372K 0.22%
3,000
84
$340K 0.2%
11,650
85
$337K 0.2%
3,000
86
$332K 0.19%
635
+20
87
$314K 0.18%
1,120
88
$304K 0.18%
6,046
-717
89
$303K 0.18%
5,664
90
$300K 0.18%
3,000
91
$289K 0.17%
1,955
92
$262K 0.15%
10,495
-600
93
$233K 0.14%
1,859
-200
94
$232K 0.14%
1,900
95
$232K 0.14%
3,500
96
$229K 0.13%
+1,248
97
$227K 0.13%
+4,037
98
$222K 0.13%
+3,500
99
$219K 0.13%
+701
100
$217K 0.13%
19,750
1 2 3
4
5