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
$156M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$721K
2
+$467K
3
+$404K
4
CRM icon
Salesforce
CRM
+$307K
5
KKR icon
KKR & Co
KKR
+$249K

Top Sells

1
+$446K
2
+$342K
3
+$237K
4
PFE icon
Pfizer
PFE
+$219K
5
PEP icon
PepsiCo
PEP
+$148K

Sector Composition

1 Technology 26.78%
2 Financials 13.41%
3 Healthcare 11.85%
4 Energy 10.05%
5 Consumer Discretionary 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$209K 0.13%
+3,500
102
$174K 0.11%
18,133
-350
103
$171K 0.11%
28,500
-400
104
$151K 0.1%
10,000
105
$140K 0.09%
11,472
+82
106
$139K 0.09%
+14,150
107
$120K 0.08%
31,100
-2,000
108
$110K 0.07%
34,166
109
$91.1K 0.06%
+1,000
110
$57.3K 0.04%
14,000
111
$27.1K 0.02%
1,667
112
– –
-22,800
113
– –
-15,100
1 2 3 4
5