DI

Dalton Investments Portfolio holdings

AUM $189M
1-Year Est. Return 27.4%
This Quarter Est. Return
1 Year Est. Return
+27.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
-$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1 +$1.56M
2 +$1.47M
3 +$735K
4
NVDA icon
NVIDIA
NVDA
+$673K
5
AMPY icon
Amplify Energy
AMPY
+$585K

Top Sells

1 +$4.71M
2 +$4.39M
3 +$3.93M
4
INFY icon
Infosys
INFY
+$3.53M
5
VNET
VNET Group
VNET
+$3.52M

Sector Composition

1 Technology 31.92%
2 Financials 29.48%
3 Consumer Discretionary 20.57%
4 Energy 10.33%
5 Healthcare 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$244K 0.22%
32,431
27
$137K 0.12%
16,384
28
$101K 0.09%
20,000
29
-604,000
30
-49,938
31
-592,435
32
-42,100