DIM
DC Investments Management Portfolio holdings
AUM
$240M
This Quarter Return
+75.41%
1 Year Return
+17.11%
3 Year Return
+33.53%
5 Year Return
+148.92%
10 Year Return
–
AUM
$40.1M
AUM Growth
+$40.1M
(-56%)
Cap. Flow
-$69.4M
Cap. Flow
% of AUM
-173.04%
Top 10 Holdings %
Top 10 Hldgs %
57.51%
Holding
92
New
20
Increased
2
Reduced
18
Closed
39
Top Buys
| 1 |
Coterra Energy
CTRA
|
$1.31M |
| 2 |
EQT Corp
EQT
|
$1.27M |
| 3 |
Canadian Natural Resources
CNQ
|
$554K |
| 4 |
Suncor Energy
SU
|
$520K |
| 5 |
Logitech
LOGI
|
$429K |
Top Sells
| 1 |
Microsoft
MSFT
|
$14.9M |
| 2 |
Amazon
AMZN
|
$12.3M |
| 3 |
PXD
Pioneer Natural Resource Co.
PXD
|
$6.65M |
| 4 |
Diamondback Energy
FANG
|
$3.53M |
| 5 |
Par Pacific Holdings
PARR
|
$3.04M |
Sector Composition
| 1 | Healthcare | 29.41% |
| 2 | Energy | 27.47% |
| 3 | Technology | 21.48% |
| 4 | Real Estate | 9.27% |
| 5 | Industrials | 4.25% |
