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
$246M
AUM Growth
-$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$5.54M
2
+$3.87M
3
+$3.37M
4
PRU icon
Prudential Financial
PRU
+$2.43M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.87M

Top Sells

1
+$2.33M
2
+$1.92M
3
+$1.89M
4
KO icon
Coca-Cola
KO
+$1.8M
5
CCI icon
Crown Castle
CCI
+$1.77M

Sector Composition

1 Consumer Staples 21.01%
2 Industrials 12.99%
3 Technology 12.28%
4 Healthcare 11.73%
5 Financials 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
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