DCM
Dudley Capital Management Portfolio holdings
AUM
$222M
1-Year Est. Return
29.16%
1 Year Est. Return
+29.16%
AUM
$199M
AUM Growth
+$11.7M
(+6.2%)
Holding
131
Top Buys
| 1 | +$942K | |
| 2 | +$374K | |
| 3 | +$345K | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$317K |
| 5 |
Fidelity Wise Origin Bitcoin Fund
FBTC
|
+$314K |
Top Sells
| 1 | +$2.67M | |
| 2 | +$1.89M | |
| 3 | +$414K | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$345K |
| 5 |
Dow Inc
DOW
|
+$313K |
Sector Composition
| 1 | Technology | 31.42% |
| 2 | Financials | 14.43% |
| 3 | Healthcare | 9.22% |
| 4 | Energy | 9.21% |
| 5 | Communication Services | 7.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Trex
TREX
$3.54B
| – | – |
-200
|
|
||
127
TransDigm Group
TDG
$72.4B
| – | – |
-213
|
|
||
128
Prospect Capital
PSEC
$1.34B
| – | – |
-27,900
|
|
||
|
129
Dow Inc
DOW
$15.7B
| – | – |
-8,958
|
|
||
130
Churchill Downs
CHDN
$6.96B
| – | – |
-2,460
|
|
||
131
Boston Properties
BXP
$11.5B
| – | – |
-4,200
|
|