MDCM

Morgan Dempsey Capital Management Portfolio holdings

AUM $239M
1-Year Est. Return 13.56%
This Quarter Est. Return
1 Year Est. Return
+13.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$328M
AUM Growth
-$8.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$9.07M
2
+$2.09M
3
+$2.07M
4
FHN icon
First Horizon
FHN
+$1.89M
5
GILD icon
Gilead Sciences
GILD
+$1.65M

Top Sells

1
+$5.24M
2
+$4.26M
3
+$2.59M
4
NWFL icon
Norwood Financial Corp
NWFL
+$1.36M
5
XOM icon
Exxon Mobil
XOM
+$1.27M

Sector Composition

1 Energy 14.32%
2 Healthcare 14.19%
3 Consumer Staples 13.5%
4 Financials 13.18%
5 Industrials 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-4,991
77
$0 ﹤0.01%
2,543
1 2 3
4