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
$136M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1 +$8.7M
2 +$8.1M
3 +$8.06M
4
CVX icon
Chevron
CVX
+$7.43M
5
XOM icon
Exxon Mobil
XOM
+$5.16M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.21%
2 Healthcare 16.13%
3 Energy 12.85%
4 Financials 12.54%
5 Consumer Staples 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$148K 0.1%
+32,000
102
$133K 0.09%
+34,166
103
$131K 0.09%
+33,100
104
$124K 0.09%
+18,700
105
$121K 0.08%
+11,157
106
$118K 0.08%
+10,151
107
$72.6K 0.05%
+137
108
$58.5K 0.04%
+14,000
109
$47.8K 0.03%
+194
110
$28.8K 0.02%
+15,100
111
$26.3K 0.02%
+1,667
112
$23.9K 0.02%
+5,178
113
$11.7K 0.01%
+134