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
$123M
AUM Growth
-$7.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$3.41M
3
+$2.21M
4
MRK icon
Merck
MRK
+$2.17M
5
BMY icon
Bristol-Myers Squibb
BMY
+$2.13M

Top Sells

1
+$2.65M
2
+$1.56M
3
+$1.56M
4
VLO icon
Valero Energy
VLO
+$1.55M
5
OXY icon
Occidental Petroleum
OXY
+$937K

Sector Composition

1 Healthcare 28.6%
2 Financials 14.53%
3 Utilities 14.51%
4 Technology 11.35%
5 Energy 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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273
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