DIM
DC Investments Management Portfolio holdings
AUM
$240M
1-Year Return
17.11%
This Quarter Return
-0.37%
1 Year Return
+17.11%
3 Year Return
+33.53%
5 Year Return
+148.92%
10 Year Return
–
AUM
$149M
AUM Growth
-$93.5M
(-39%)
Cap. Flow
-$91.2M
Cap. Flow
% of AUM
-61.19%
Top 10 Holdings %
Top 10 Hldgs %
13.58%
Holding
356
New
49
Increased
46
Reduced
76
Closed
106
Top Buys
| 1 |
Amgen
AMGN
|
$1.46M |
| 2 |
UnitedHealth
UNH
|
$1.39M |
| 3 |
Travelers Companies
TRV
|
$1.25M |
| 4 |
AET
Aetna Inc
AET
|
$1.19M |
| 5 |
Stryker
SYK
|
$1.14M |
Top Sells
| 1 |
iShares MSCI Global Min Vol Factor ETF
ACWV
|
$65.4M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$2.48M |
| 3 |
Freeport-McMoran
FCX
|
$1.9M |
| 4 |
Danaher
DHR
|
$1.59M |
| 5 |
FedEx
FDX
|
$1.53M |
Sector Composition
| 1 | Healthcare | 22.84% |
| 2 | Utilities | 18.46% |
| 3 | Financials | 12.5% |
| 4 | Industrials | 11.47% |
| 5 | Technology | 11.28% |