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
$116M
AUM Growth
-$6.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$1.21M
2 +$765K
3 +$348K
4
LAD icon
Lithia Motors
LAD
+$205K

Top Sells

1 +$4.56M
2 +$2.97M
3 +$1.19M
4
IBN icon
ICICI Bank
IBN
+$517K
5
INFY icon
Infosys
INFY
+$355K

Sector Composition

1 Technology 33.14%
2 Financials 32.92%
3 Consumer Discretionary 18.55%
4 Energy 9.18%
5 Healthcare 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$205K 0.18%
+1,000
27
-16,384
28
-6,000
29
-40,316