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
$191M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$417K
2
+$317K
3
+$311K
4
AMGN icon
Amgen
AMGN
+$303K
5
TDG icon
TransDigm Group
TDG
+$303K

Top Sells

1
+$640K
2
+$231K
3
+$229K
4
AUB icon
Atlantic Union Bankshares
AUB
+$226K
5
NEM icon
Newmont
NEM
+$143K

Sector Composition

1 Technology 29.41%
2 Financials 13.57%
3 Healthcare 11.03%
4 Energy 9.29%
5 Consumer Staples 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$252K 0.13%
+4,361
102
$251K 0.13%
+984
103
$245K 0.13%
+1,975
104
$238K 0.12%
800
105
$227K 0.12%
1,330
106
$225K 0.12%
1,010
107
$223K 0.12%
+6,000
108
$221K 0.11%
+1,882
109
$210K 0.11%
+800
110
$206K 0.11%
4,000
+500
111
$206K 0.11%
8,783
-1,250
112
$204K 0.11%
+11,714
113
$203K 0.11%
7,895
-150
114
$191K 0.1%
11,887
115
$191K 0.1%
18,133
116
$172K 0.09%
11,724
+88
117
$167K 0.09%
959
+235
118
$163K 0.08%
+10,500
119
$161K 0.08%
10,000
120
$158K 0.08%
15,150
+1,000
121
$152K 0.08%
28,500
122
$126K 0.07%
31,100
123
$95.7K 0.05%
34,166
124
$79.5K 0.04%
+2,824
125
$30.8K 0.02%
+260
2 3 4
5
6