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
$142M
AUM Growth
+$6.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$386K
3
+$261K
4
OXY icon
Occidental Petroleum
OXY
+$250K
5
RTX icon
RTX Corp
RTX
+$204K

Top Sells

1
+$1.31M
2
+$345K
3
+$295K
4
TPL icon
Texas Pacific Land
TPL
+$234K
5
MMM icon
3M
MMM
+$223K

Sector Composition

1 Technology 22.66%
2 Healthcare 14.38%
3 Financials 12.37%
4 Energy 11.61%
5 Consumer Staples 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11M 7.49%
66,838
-104
2
$9.69M 6.59%
33,615
+21
3
$7.16M 4.86%
46,171
+318
4
$6.83M 4.64%
41,861
+455
5
$5.15M 3.5%
46,940
+148
6
$3.84M 2.61%
24,078
+313
7
$3.13M 2.13%
10,149
+232
8
$3.13M 2.13%
24,009
-10
9
$3.1M 2.1%
29,840
+755
10
$3M 2.04%
73,600
+109
11
$2.91M 1.98%
9,849
+32
12
$2.89M 1.96%
103,960
-680
13
$2.77M 1.88%
52,941
+271
14
$2.75M 1.87%
16,414
15
$2.57M 1.75%
41,415
16
$2.45M 1.67%
12,003
+156
17
$2.2M 1.49%
25,013
+142
18
$2.18M 1.48%
4,722
19
$2.13M 1.45%
5,854
-5
20
$2.02M 1.37%
21,728
-686
21
$1.95M 1.33%
28,177
-50
22
$1.87M 1.27%
8,287
23
$1.85M 1.26%
10,148
+42
24
$1.85M 1.26%
17,380
+23
25
$1.66M 1.13%
15,970
1
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