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
$304M
AUM Growth
-$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$4.67M
2 +$4.6M
3 +$2.29M
4
PSX icon
Phillips 66
PSX
+$2.03M
5
PM icon
Philip Morris
PM
+$1.44M

Top Sells

1 +$5.01M
2 +$602K
3 +$488K
4
IDN icon
Intellicheck
IDN
+$321K
5
PKBK icon
Parke Bancorp
PKBK
+$289K

Sector Composition

1 Energy 15.34%
2 Financials 14.56%
3 Healthcare 14.49%
4 Consumer Staples 13.5%
5 Industrials 10.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-115
152
$0 ﹤0.01%
2,543