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
$171M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$229K
3
+$227K
4
BXP icon
Boston Properties
BXP
+$222K
5
CDNS icon
Cadence Design Systems
CDNS
+$219K

Top Sells

1
+$430K
2
+$267K
3
+$263K
4
BA icon
Boeing
BA
+$262K
5
MSFT icon
Microsoft
MSFT
+$243K

Sector Composition

1 Technology 27.84%
2 Financials 13.56%
3 Healthcare 11.66%
4 Energy 10.31%
5 Communication Services 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.9M 8.14%
32,844
-572
2
$10.9M 6.34%
63,834
-940
3
$9.44M 5.51%
104,430
+1,580
4
$7.38M 4.31%
46,770
+473
5
$6.9M 4.03%
43,406
+649
6
$5.41M 3.16%
46,261
+13
7
$5.05M 2.95%
32,474
+745
8
$4.64M 2.71%
23,347
+545
9
$4.22M 2.47%
10,048
+464
10
$4.16M 2.43%
23,016
-194
11
$3.66M 2.14%
9,935
12
$3.34M 1.95%
25,517
+971
13
$2.96M 1.73%
6,185
+191
14
$2.68M 1.56%
17,120
+245
15
$2.67M 1.56%
14,772
+717
16
$2.62M 1.53%
52,387
-1,379
17
$2.55M 1.49%
19,437
+322
18
$2.53M 1.48%
16,414
19
$2.49M 1.45%
41,049
+2
20
$2.35M 1.37%
8,442
+75
21
$2.28M 1.33%
7,138
+445
22
$2.23M 1.3%
4,722
23
$2.15M 1.25%
11,115
+1
24
$1.94M 1.13%
11,310
-124
25
$1.93M 1.13%
32,183
+95
1
2 3 4 5