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
$91.6M
AUM Growth
-$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$2.12M
3
+$1.89M
4
SNOW icon
Snowflake
SNOW
+$1.32M
5
BMY icon
Bristol-Myers Squibb
BMY
+$919K

Top Sells

1
+$29.7M
2
+$17M
3
+$14.5M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.85M
5
EVH icon
Evolent Health
EVH
+$8.29M

Sector Composition

1 Technology 31.27%
2 Energy 18.83%
3 Healthcare 16.26%
4 Consumer Discretionary 14.51%
5 Utilities 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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