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
126
$8.72K ﹤0.01%
+45
127
-3,516
128
-1,667
129
-312
130
-12,100