DS

Dalal Street Portfolio holdings

AUM $272M
1-Year Est. Return 31.59%
This Quarter Est. Return
1 Year Est. Return
-31.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$475M
AUM Growth
-$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$40K

Top Sells

1 +$2.73M
2 +$68.7K
3 +$755

Sector Composition

1 Consumer Discretionary 42.25%
2 Materials 10.84%
3 Communication Services 7.59%
4 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$201M 42.25%
21,165,541
2
$95.5M 20.13%
5,988,977
+2,507
3
$74.2M 15.64%
6,333,296
4
$48.2M 10.16%
982,280
-1,400
5
$36M 7.59%
1,383,760
-29
6
$3.23M 0.68%
310,386
7
-53,000