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
$427M
AUM Growth
-$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1 +$4.68M
2 +$1.87M
3 +$1.45M
4
JJSF icon
J&J Snack Foods
JJSF
+$1.37M
5
GRC icon
Gorman-Rupp
GRC
+$1.34M

Top Sells

1 +$5.87M
2 +$4.45M
3 +$1.57M
4
ZEP
ZEP INC COM STK (DE)
ZEP
+$866K
5
INTC icon
Intel
INTC
+$342K

Sector Composition

1 Industrials 36.12%
2 Consumer Staples 13.02%
3 Energy 11.89%
4 Healthcare 11.19%
5 Consumer Discretionary 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-30
177
-175,272