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
-$6.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$172K
2
+$125K
3
+$110K
4
PEP icon
PepsiCo
PEP
+$97.8K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$88.3K

Top Sells

1
+$277K
2
+$239K
3
+$227K
4
ORCL icon
Oracle
ORCL
+$221K
5
GEHC icon
GE HealthCare
GEHC
+$217K

Sector Composition

1 Technology 24.97%
2 Healthcare 13.18%
3 Financials 12.77%
4 Energy 11.85%
5 Consumer Staples 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$85.3K 0.06%
22,800
-9,200
102
$54.6K 0.04%
14,000
103
$24.5K 0.02%
1,667
104
$16.3K 0.01%
15,100
105
– –
-1,219
106
– –
-1,983
107
– –
-10,047
108
– –
-2,676
109
– –
-800
110
– –
-1,859
1 2 3 4
5