DIM

DC Investments Management Portfolio holdings

AUM $241M
1-Year Est. Return 15.04%
This Quarter Est. Return
1 Year Est. Return
+15.04%
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
276
– –
-3,763
277
– –
-35,294
278
– –
-40,053
279
– –
-4,286
280
– –
-4,688
281
– –
-4,975
282
– –
-52,174
283
– –
-9,421
8 9 10 11
12