DIM
DC Investments Management Portfolio holdings
AUM
$240M
This Quarter Return
-20.72%
1 Year Return
+17.11%
3 Year Return
+33.53%
5 Year Return
+148.92%
10 Year Return
–
AUM
$123M
AUM Growth
+$123M
(-5.6%)
Cap. Flow
+$22.6M
Cap. Flow
% of AUM
18.34%
Top 10 Holdings %
Top 10 Hldgs %
22.87%
Holding
273
New
42
Increased
143
Reduced
34
Closed
28
Top Buys
| 1 |
Gilead Sciences
GILD
|
$5.42M |
| 2 |
Chemours
CC
|
$3.41M |
| 3 |
ConocoPhillips
COP
|
$2.21M |
| 4 |
Merck
MRK
|
$2.17M |
| 5 |
Bristol-Myers Squibb
BMY
|
$2.13M |
Top Sells
| 1 |
Tronox
TROX
|
$2.65M |
| 2 |
Phillips 66
PSX
|
$1.57M |
| 3 |
Marathon Petroleum
MPC
|
$1.56M |
| 4 |
Valero Energy
VLO
|
$1.56M |
| 5 |
Occidental Petroleum
OXY
|
$937K |
Sector Composition
| 1 | Healthcare | 28.6% |
| 2 | Financials | 14.53% |
| 3 | Utilities | 14.12% |
| 4 | Technology | 11.35% |
| 5 | Energy | 6.64% |
