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
$179M
AUM Growth
+$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$293K
2
+$261K
3
+$229K
4
PANW icon
Palo Alto Networks
PANW
+$225K
5
APD icon
Air Products & Chemicals
APD
+$206K

Top Sells

1
+$330K
2
+$227K
3
+$212K
4
MPC icon
Marathon Petroleum
MPC
+$210K
5
SBUX icon
Starbucks
SBUX
+$159K

Sector Composition

1 Technology 30.86%
2 Financials 12.9%
3 Healthcare 10.56%
4 Energy 9.98%
5 Communication Services 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$428K 0.24%
3,400
77
$419K 0.23%
3,000
78
$387K 0.21%
8,623
79
$382K 0.21%
11,650
80
$380K 0.21%
6,900
81
$365K 0.2%
7,690
-318
82
$361K 0.2%
1,680
83
$354K 0.2%
3,000
84
$346K 0.19%
635
85
$317K 0.18%
3,015
+15
86
$312K 0.17%
3,145
-1,011
87
$311K 0.17%
10,033
-620
88
$308K 0.17%
6,100
+54
89
$302K 0.17%
5,714
+50
90
$285K 0.16%
1,120
91
$280K 0.15%
909
+208
92
$268K 0.15%
1,955
93
$262K 0.15%
1,859
94
$247K 0.14%
1,523
+275
95
$246K 0.14%
4,000
+500
96
$230K 0.13%
1,900
97
$229K 0.13%
+312
98
$227K 0.13%
19,750
99
$225K 0.12%
+1,330
100
$221K 0.12%
3,500
1 2 3
4
5