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
$171M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$229K
3
+$227K
4
BXP icon
Boston Properties
BXP
+$222K
5
CDNS icon
Cadence Design Systems
CDNS
+$219K

Top Sells

1
+$430K
2
+$267K
3
+$263K
4
BA icon
Boeing
BA
+$262K
5
MSFT icon
Microsoft
MSFT
+$243K

Sector Composition

1 Technology 27.84%
2 Financials 13.56%
3 Healthcare 11.66%
4 Energy 10.31%
5 Communication Services 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$212K 0.12%
800
102
$210K 0.12%
+1,028
103
$206K 0.12%
+1,010
104
$203K 0.12%
4,846
-968
105
$187K 0.11%
11,887
-6,000
106
$176K 0.1%
18,133
107
$163K 0.1%
16,650
+2,500
108
$158K 0.09%
10,000
109
$156K 0.09%
28,500
110
$153K 0.09%
11,547
+75
111
$123K 0.07%
31,100
112
$102K 0.06%
34,166
113
$99K 0.06%
+10,600
114
$62K 0.04%
14,000
115
$27.8K 0.02%
1,667
116
– –
-815
117
– –
-4,281
118
– –
-1,000
1 2 3 4
5