MDCM
Morgan Dempsey Capital Management Portfolio holdings
AUM
$239M
1-Year Return
13.56%
This Quarter Return
+5.56%
1 Year Return
+13.56%
3 Year Return
+22.97%
5 Year Return
+69.84%
10 Year Return
+166.79%
AUM
$279M
AUM Growth
+$18.5M
(+7.1%)
Cap. Flow
+$7.09M
Cap. Flow
% of AUM
2.54%
Top 10 Holdings %
Top 10 Hldgs %
34.68%
Holding
192
New
11
Increased
73
Reduced
66
Closed
28
Top Buys
| 1 |
Mine Safety
MSA
|
$6.71M |
| 2 |
ACAT
Arctic Cat Inc
ACAT
|
$1.82M |
| 3 |
Twin Disc
TWIN
|
$1.45M |
| 4 |
Columbus McKinnon
CMCO
|
$1.26M |
| 5 |
HP
HPQ
|
$951K |
Top Sells
| 1 |
iShares Russell 2000 Value ETF
IWN
|
$6.14M |
| 2 |
LCI
Lannett Company, Inc.
LCI
|
$3.37M |
| 3 |
Utah Medical Products
UTMD
|
$1.96M |
| 4 |
AptarGroup
ATR
|
$1.5M |
| 5 |
Sturm, Ruger & Co
RGR
|
$1.21M |
Sector Composition
| 1 | Industrials | 38.15% |
| 2 | Consumer Staples | 13.48% |
| 3 | Consumer Discretionary | 10.41% |
| 4 | Healthcare | 10.32% |
| 5 | Technology | 7.54% |
