DIM

DC Investments Management Portfolio holdings

AUM $240M
1-Year Est. Return 17.11%
This Quarter Est. Return
1 Year Est. Return
+17.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$243M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1 +$65.4M
2 +$2.48M
3 +$2.22M
4
BAX icon
Baxter International
BAX
+$2.03M
5
TMO icon
Thermo Fisher Scientific
TMO
+$2.02M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.1%
2 Utilities 12.24%
3 Industrials 8%
4 Technology 7.63%
5 Financials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$301K 0.12%
+1,986
227
$300K 0.12%
+14,875
228
$299K 0.12%
+1,738
229
$298K 0.12%
+2,252
230
$298K 0.12%
+2,030
231
$298K 0.12%
+6,959
232
$298K 0.12%
+5,850
233
$298K 0.12%
+4,107
234
$297K 0.12%
+5,168
235
$297K 0.12%
+2,596
236
$296K 0.12%
+6,195
237
$293K 0.12%
+2,865
238
$292K 0.12%
+9,137
239
$289K 0.12%
+6,018
240
$288K 0.12%
+3,370
241
$287K 0.12%
+3,175
242
$286K 0.12%
+3,672
243
$284K 0.12%
+9,178
244
$283K 0.12%
+6,799
245
$282K 0.12%
+1,327
246
$279K 0.12%
+4,454
247
$277K 0.11%
+2,475
248
$273K 0.11%
+3,160
249
$273K 0.11%
+2,241
250
$269K 0.11%
+9,084