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
$142M
AUM Growth
+$6.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$386K
3
+$261K
4
OXY icon
Occidental Petroleum
OXY
+$250K
5
RTX icon
RTX Corp
RTX
+$204K

Top Sells

1
+$1.31M
2
+$345K
3
+$295K
4
TPL icon
Texas Pacific Land
TPL
+$234K
5
MMM icon
3M
MMM
+$223K

Sector Composition

1 Technology 22.66%
2 Healthcare 14.38%
3 Financials 12.37%
4 Energy 11.61%
5 Consumer Staples 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$152K 0.1%
10,000
102
$140K 0.1%
34,166
103
$131K 0.09%
11,234
+77
104
$126K 0.09%
33,100
105
$123K 0.08%
9,751
-400
106
$72.6K 0.05%
+222
107
$64.7K 0.04%
137
108
$58.9K 0.04%
14,000
109
$31.4K 0.02%
5,178
110
$26.6K 0.02%
1,667
111
$25.8K 0.02%
15,100
112
– –
-28,700
113
– –
-194
114
– –
-2,220
115
– –
-18,700
116
– –
-5,654
117
– –
-300
118
– –
-134
1 2 3 4
5