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
$261M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$3.44M
3
+$3.21M
4
NTRS icon
Northern Trust
NTRS
+$3.08M
5
GIS icon
General Mills
GIS
+$418K

Top Sells

1
+$5.92M
2
+$4.18M
3
+$3.81M
4
MMSI icon
Merit Medical Systems
MMSI
+$81.7K
5
MSFT icon
Microsoft
MSFT
+$71.4K

Sector Composition

1 Consumer Staples 23.36%
2 Healthcare 13.75%
3 Industrials 12.54%
4 Technology 12.11%
5 Real Estate 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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