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
$114M
AUM Growth
-$1.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$1.15M
2 +$494K
3 +$429K
4
EXLS icon
EXL Service
EXLS
+$421K
5
BE icon
Bloom Energy
BE
+$335K

Top Sells

1 +$1.97M
2 +$1.37M
3 +$1.08M
4
IBN icon
ICICI Bank
IBN
+$1.07M
5
MSFT icon
Microsoft
MSFT
+$461K

Sector Composition

1 Technology 36.73%
2 Financials 32%
3 Consumer Discretionary 16.98%
4 Energy 7.86%
5 Healthcare 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$229K 0.2%
1,000
27
$147K 0.13%
39,900
28
-50,000