DCM
Dudley Capital Management Portfolio holdings
AUM
$199M
1-Year Return
24.02%
This Quarter Return
+6.85%
1 Year Return
+24.02%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$149M
AUM Growth
+$6.35M
(+4.5%)
Cap. Flow
-$728K
Cap. Flow
% of AUM
-0.49%
Top 10 Holdings %
Top 10 Hldgs %
41.32%
Holding
115
New
4
Increased
34
Reduced
41
Closed
4
Top Buys
| 1 |
CrowdStrike
CRWD
|
$420K |
| 2 |
Apollo Global Management
APO
|
$230K |
| 3 |
Oracle
ORCL
|
$221K |
| 4 |
Illinois Tool Works
ITW
|
$200K |
| 5 |
Merck
MRK
|
$147K |
Top Sells
| 1 |
PayPal
PYPL
|
$454K |
| 2 |
Estee Lauder
EL
|
$323K |
| 3 |
Occidental Petroleum
OXY
|
$250K |
| 4 |
AbbVie
ABBV
|
$165K |
| 5 |
Pfizer
PFE
|
$131K |
Sector Composition
| 1 | Technology | 25.73% |
| 2 | Healthcare | 13.44% |
| 3 | Financials | 11.89% |
| 4 | Energy | 10.73% |
| 5 | Consumer Staples | 7.76% |
