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
$272M
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$30.8M
2
+$29.7M
3
+$23M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.85M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.15M

Top Sells

1
+$5.22M
2
+$1.81M
3
+$1.66M
4
COP icon
ConocoPhillips
COP
+$930K
5
PFE icon
Pfizer
PFE
+$877K

Sector Composition

1 Technology 28.94%
2 Healthcare 19.83%
3 Consumer Discretionary 10.61%
4 Communication Services 9.8%
5 Energy 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
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