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
$191M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$417K
2
+$317K
3
+$311K
4
AMGN icon
Amgen
AMGN
+$303K
5
TDG icon
TransDigm Group
TDG
+$303K

Top Sells

1
+$640K
2
+$231K
3
+$229K
4
AUB icon
Atlantic Union Bankshares
AUB
+$226K
5
NEM icon
Newmont
NEM
+$143K

Sector Composition

1 Technology 29.41%
2 Financials 13.57%
3 Healthcare 11.03%
4 Energy 9.29%
5 Consumer Staples 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$461K 0.24%
7,400
+500
77
$450K 0.23%
3,400
78
$432K 0.22%
2,654
-210
79
$417K 0.22%
1,680
80
$417K 0.22%
+808
81
$412K 0.21%
6,504
+790
82
$404K 0.21%
3,095
+80
83
$398K 0.21%
8,523
-100
84
$375K 0.19%
3,000
85
$364K 0.19%
635
86
$359K 0.19%
2,109
+250
87
$341K 0.18%
1,120
88
$333K 0.17%
2,460
-540
89
$320K 0.17%
1,948
+425
90
$317K 0.16%
+3,300
91
$306K 0.16%
3,800
-200
92
$303K 0.16%
+940
93
$303K 0.16%
+212
94
$303K 0.16%
3,145
95
$295K 0.15%
7,541
-149
96
$267K 0.14%
1,955
97
$257K 0.13%
19,750
98
$257K 0.13%
948
+39
99
$257K 0.13%
1,900
100
$255K 0.13%
5,320
+474
2 3
4
5 6