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
$179M
AUM Growth
+$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$293K
2
+$261K
3
+$229K
4
PANW icon
Palo Alto Networks
PANW
+$225K
5
APD icon
Air Products & Chemicals
APD
+$206K

Top Sells

1
+$330K
2
+$227K
3
+$212K
4
MPC icon
Marathon Petroleum
MPC
+$210K
5
SBUX icon
Starbucks
SBUX
+$159K

Sector Composition

1 Technology 30.86%
2 Financials 12.9%
3 Healthcare 10.56%
4 Energy 9.98%
5 Communication Services 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.7M 8.13%
32,845
+1
2
$13.5M 7.45%
63,888
+54
3
$12.9M 7.13%
104,199
-231
4
$6.82M 3.78%
46,674
-96
5
$6.81M 3.77%
43,525
+119
6
$5.94M 3.29%
32,614
+140
7
$5.36M 2.97%
46,587
+326
8
$5.02M 2.78%
24,797
+1,450
9
$4.25M 2.36%
10,458
+410
10
$3.95M 2.19%
23,022
+6
11
$3.42M 1.89%
9,935
12
$3.14M 1.74%
17,120
13
$3.13M 1.73%
25,302
-215
14
$3M 1.66%
15,535
+763
15
$2.74M 1.52%
7,143
+5
16
$2.73M 1.51%
6,185
17
$2.61M 1.45%
41,049
18
$2.44M 1.35%
51,355
-1,032
19
$2.37M 1.31%
19,143
-294
20
$2.27M 1.26%
16,414
21
$2.23M 1.23%
11,179
-131
22
$2.22M 1.23%
8,442
23
$2.18M 1.21%
32,187
+4
24
$2.1M 1.16%
10,816
-299
25
$2.06M 1.14%
4,722
1
2 3 4 5