DS
Dalal Street Portfolio holdings
AUM $272M
1-Year Return
31.59%
This Quarter Return
+10.01%
1 Year Return
-31.59%
3 Year Return
+26.34%
5 Year Return
+26.23%
10 Year Return
+115.1%
AUM
$265M
AUM Growth
+$58.1M
(+28%)
Cap. Flow
+$47.7M
Cap. Flow
% of AUM
18.02%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
2
Reduced
–
Closed
–
Top Buys
| 1 |
Micron Technology
MU
|
+$47.6M |
| 2 |
Stellantis
STLA
|
+$98.9K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 73.48% |
| 2 | Technology | 26.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Stellantis
STLA
$28.1B
| $195M | 73.48% |
13,105,047
+6,657
| +0.1% | +$98.9K |
|
|
2
Micron Technology
MU
$178B
| $70.2M | 26.52% |
1,699,265
+1,152,418
| +211% | +$47.6M |
|