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
$295M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1 +$5.06M
2 +$2.08M
3 +$1.65M
4
SO icon
Southern Company
SO
+$1.27M
5
MYRG icon
MYR Group
MYRG
+$1.17M

Top Sells

1 +$6.74M
2 +$1.21M
3 +$889K
4
CMCO icon
Columbus McKinnon
CMCO
+$822K
5
SAFM
Sanderson Farms Inc
SAFM
+$802K

Sector Composition

1 Industrials 24.92%
2 Consumer Staples 15.91%
3 Technology 10.29%
4 Consumer Discretionary 9.05%
5 Communication Services 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-450
152
-28,841
153
-1,344
154
-2,750
155
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156
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157
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158
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159
-2,652
160
-18