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
$338M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$19.9M

Top Sells

1 +$20.5M
2 +$3.63M
3 +$83.2K

Sector Composition

1 Consumer Discretionary 36.44%
2 Communication Services 15.9%
3 Industrials 13%
4 Real Estate 7.93%
5 Financials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$88.1M 26.07%
13,827,018
-13,052
2
$83.5M 24.71%
5,984,447
3
$53.8M 15.9%
1,383,760
4
$35.1M 10.37%
675,138
-393,900
5
$26.8M 7.93%
529,113
6
$24M 7.1%
624,160
7
$19.9M 5.89%
+512,220
8
$6.85M 2.03%
47,400
-25,100