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
$179M
AUM Growth
+$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$293K
2
+$261K
3
+$229K
4
PANW icon
Palo Alto Networks
PANW
+$225K
5
APD icon
Air Products & Chemicals
APD
+$206K

Top Sells

1
+$330K
2
+$227K
3
+$212K
4
MPC icon
Marathon Petroleum
MPC
+$210K
5
SBUX icon
Starbucks
SBUX
+$159K

Sector Composition

1 Technology 30.86%
2 Financials 12.9%
3 Healthcare 10.56%
4 Energy 9.98%
5 Communication Services 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$213K 0.12%
1,010
102
$212K 0.12%
4,846
103
$206K 0.11%
+800
104
$201K 0.11%
8,045
-2,450
105
$193K 0.11%
11,887
106
$177K 0.1%
18,133
107
$164K 0.09%
10,000
108
$163K 0.09%
11,636
+89
109
$158K 0.09%
28,500
110
$135K 0.07%
14,150
-2,500
111
$126K 0.07%
+724
112
$118K 0.07%
31,100
113
$115K 0.06%
34,166
114
$97.2K 0.05%
12,100
+1,500
115
$26.8K 0.01%
1,667
116
– –
-4,037
117
– –
-800
118
– –
-1,028
119
– –
-14,000
1 2 3 4
5