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
$405M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$8.39M
2 +$1.99M
3 +$439K

Top Sells

1 +$1.17M

Sector Composition

1 Consumer Discretionary 42.89%
2 Industrials 16.1%
3 Communication Services 14.88%
4 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$139M 34.45%
13,161,747
+187,928
2
$106M 26.13%
6,079,051
+25,229
3
$60.2M 14.88%
1,324,560
4
$46.4M 11.48%
999,935
+180,750
5
$34.1M 8.44%
398,138
6
$18.7M 4.62%
300,975
7
-27,002