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
$243M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1 +$65.4M
2 +$2.48M
3 +$2.22M
4
BAX icon
Baxter International
BAX
+$2.03M
5
TMO icon
Thermo Fisher Scientific
TMO
+$2.02M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.1%
2 Utilities 12.24%
3 Industrials 8%
4 Technology 7.63%
5 Financials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$154K 0.06%
+3,912
302
$140K 0.06%
+6,644
303
$138K 0.06%
+12,140
304
$118K 0.05%
+10,039
305
$116K 0.05%
+11,568
306
$109K 0.04%
+16,330
307
$105K 0.04%
+16,241