MDCM

Morgan Dempsey Capital Management Portfolio holdings

AUM $225M
1-Year Est. Return 6.8%
This Quarter Est. Return
1 Year Est. Return
+6.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$319M
AUM Growth
+$2.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$4.34M
3
+$3.92M
4
T icon
AT&T
T
+$1.87M
5
GILD icon
Gilead Sciences
GILD
+$1.67M

Top Sells

1
+$12.4M
2
+$6.34M
3
+$850K
4
CCI icon
Crown Castle
CCI
+$462K
5
HPQ icon
HP
HPQ
+$419K

Sector Composition

1 Consumer Staples 17.47%
2 Industrials 14.21%
3 Healthcare 11.57%
4 Financials 11.43%
5 Technology 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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