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
$158M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$6.5M
2
+$5.09M
3
+$4M
4
WLK icon
Westlake Corp
WLK
+$1.74M
5
DRI icon
Darden Restaurants
DRI
+$1.51M

Top Sells

1
+$990K
2
+$987K
3
+$953K
4
WM icon
Waste Management
WM
+$912K
5
TSLA icon
Tesla
TSLA
+$905K

Sector Composition

1 Healthcare 20.41%
2 Financials 17.6%
3 Materials 12.27%
4 Utilities 12.2%
5 Real Estate 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$694K 0.44%
8,539
-278
52
$694K 0.44%
+39,814
53
$693K 0.44%
8,274
54
$689K 0.44%
14,412
55
$689K 0.44%
7,204
56
$688K 0.44%
12,388
57
$683K 0.43%
6,431
58
$678K 0.43%
8,429
59
$676K 0.43%
16,574
60
$673K 0.43%
11,325
61
$670K 0.42%
20,782
62
$669K 0.42%
12,953
63
$669K 0.42%
26,636
64
$668K 0.42%
978
65
$666K 0.42%
4,799
66
$665K 0.42%
31,908
67
$658K 0.42%
+19,672
68
$656K 0.42%
21,356
69
$656K 0.42%
11,842
70
$655K 0.41%
7,275
71
$652K 0.41%
5,769
72
$650K 0.41%
+27,064
73
$649K 0.41%
11,185
74
$646K 0.41%
27,352
75
$646K 0.41%
+50,420
1 2
3
4 5