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
$149M
AUM Growth
-$93.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$1.39M
3
+$1.25M
4
AET
Aetna Inc
AET
+$1.19M
5
SYK icon
Stryker
SYK
+$1.14M

Top Sells

1
+$65.4M
2
+$2.48M
3
+$1.9M
4
DHR icon
Danaher
DHR
+$1.59M
5
FDX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.1M 0.74%
13,889
+3,502
27
$1.09M 0.73%
16,395
+4,256
28
$1.08M 0.72%
15,138
-2,208
29
$1.07M 0.72%
31,164
30
$1.07M 0.72%
33,688
-3,060
31
$1.07M 0.72%
11,266
+7,080
32
$1.04M 0.7%
11,750
33
$1.03M 0.69%
+18,910
34
$1.02M 0.69%
+24,444
35
$1.02M 0.69%
35,553
36
$1.02M 0.68%
12,148
37
$1.01M 0.68%
17,796
38
$1.01M 0.68%
16,082
39
$1.01M 0.68%
11,943
40
$997K 0.67%
+4,376
41
$986K 0.66%
17,736
42
$985K 0.66%
14,367
43
$980K 0.66%
11,030
44
$977K 0.66%
21,576
-3,046
45
$975K 0.65%
15,258
46
$973K 0.65%
21,393
-4,792
47
$970K 0.65%
16,468
48
$961K 0.64%
12,325
49
$953K 0.64%
24,198
50
$946K 0.63%
45,151
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2
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