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
$248M
AUM Growth
+$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$38.4M
2 +$26M

Top Sells

1 +$16M
2 +$2.77M

Sector Composition

1 Materials 69.33%
2 Energy 30.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$134M 53.86%
394,313
-47,197
2
$39M 15.72%
234,994
+156,756
3
$38.4M 15.47%
+629,712
4
$37.1M 14.95%
369,007
-27,563