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
$158M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$6.5M
2
+$5.09M
3
+$4M
4
WLK icon
Westlake Corp
WLK
+$1.74M
5
DRI icon
Darden Restaurants
DRI
+$1.51M

Top Sells

1
+$990K
2
+$987K
3
+$953K
4
WM icon
Waste Management
WM
+$912K
5
TSLA icon
Tesla
TSLA
+$905K

Sector Composition

1 Healthcare 20.41%
2 Financials 17.6%
3 Materials 12.27%
4 Utilities 12.2%
5 Real Estate 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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