DIM
DC Investments Management Portfolio holdings
AUM
$240M
This Quarter Return
+13.61%
1 Year Return
+17.11%
3 Year Return
+33.53%
5 Year Return
+148.92%
10 Year Return
–
AUM
$158M
AUM Growth
+$158M
(+31%)
Cap. Flow
+$24.7M
Cap. Flow
% of AUM
15.64%
Top 10 Holdings %
Top 10 Hldgs %
20.34%
Holding
283
New
50
Increased
8
Reduced
5
Closed
37
Top Buys
| 1 |
Chemours
CC
|
$6.5M |
| 2 |
Delek US
DK
|
$5.09M |
| 3 |
Alcoa
AA
|
$4M |
| 4 |
Westlake Corp
WLK
|
$1.74M |
| 5 |
Darden Restaurants
DRI
|
$1.51M |
Top Sells
| 1 |
Twist Bioscience
TWST
|
$990K |
| 2 |
Boeing
BA
|
$987K |
| 3 |
Salesforce
CRM
|
$953K |
| 4 |
Waste Management
WM
|
$912K |
| 5 |
Tesla
TSLA
|
$905K |
Sector Composition
| 1 | Healthcare | 20.41% |
| 2 | Financials | 17.6% |
| 3 | Materials | 12.27% |
| 4 | Utilities | 11.85% |
| 5 | Real Estate | 9.24% |