DSI

Daiwa SB Investments Portfolio holdings

AUM $506M
1-Year Est. Return 11%
This Quarter Est. Return
1 Year Est. Return
+11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$590M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$21.2M
2 +$20.8M
3 +$19.1M
4
HD icon
Home Depot
HD
+$18M
5
F icon
Ford
F
+$17.9M

Top Sells

No sells this quarter

Sector Composition

1 Financials 23.88%
2 Technology 16.14%
3 Materials 12.06%
4 Consumer Discretionary 8.92%
5 Healthcare 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$2K ﹤0.01%
+74