DIM
DC Investments Management Portfolio holdings
AUM
$240M
1-Year Return
17.11%
This Quarter Return
-5.44%
1 Year Return
+17.11%
3 Year Return
+33.53%
5 Year Return
+148.92%
10 Year Return
–
AUM
$121M
AUM Growth
-$27M
(-18%)
Cap. Flow
-$20.1M
Cap. Flow
% of AUM
-16.59%
Top 10 Holdings %
Top 10 Hldgs %
12.04%
Holding
343
New
68
Increased
102
Reduced
58
Closed
109
Top Buys
| 1 |
Chemours
CC
|
$5.19M |
| 2 |
Twist Bioscience
TWST
|
$990K |
| 3 |
Boeing
BA
|
$987K |
| 4 |
Salesforce
CRM
|
$953K |
| 5 |
Tesla
TSLA
|
$905K |
Top Sells
| 1 |
iShare MSCI Eurozone ETF
EZU
|
$4.47M |
| 2 |
Liquidia Corp
LQDA
|
$1.48M |
| 3 |
M&T Bank
MTB
|
$1.04M |
| 4 |
AerCap
AER
|
$914K |
| 5 |
NRG Energy
NRG
|
$908K |
Sector Composition
| 1 | Healthcare | 23.29% |
| 2 | Utilities | 14.06% |
| 3 | Financials | 12.39% |
| 4 | Real Estate | 10.74% |
| 5 | Technology | 10.48% |
