DIM
DC Investments Management Portfolio holdings
AUM
$226M
1-Year Est. Return
16.1%
This Fund
S&P 500
1 Year Est. Return
+16.1%
AUM
$241M
AUM Growth
+$1.14M
(+0.48%)
Holding
107
Top Buys
| 1 | +$14M | |
| 2 | +$5.05M | |
| 3 | +$4.75M | |
| 4 |
AMRZ
Amrize Ltd
AMRZ
|
+$3.26M |
| 5 |
ASML
ASML
|
+$2.11M |
Top Sells
| 1 | +$7.99M | |
| 2 | +$5.32M | |
| 3 | +$4.08M | |
| 4 |
National Storage Affiliates Trust
NSA
|
+$3.36M |
| 5 |
McGrath RentCorp
MGRC
|
+$2.08M |
Sector Composition
| 1 | Technology | 17.37% |
| 2 | Energy | 13.22% |
| 3 | Utilities | 11.36% |
| 4 | Healthcare | 3.48% |
| 5 | Real Estate | 2.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
101
National Storage Affiliates Trust
NSA
$2.72B
| – | – |
-105,009
|
|
||
|
OLO
102
DELISTED
Olo Inc
OLO
| – | – |
-64,185
|
|
||
103
Par Pacific Holdings
PARR
$2.32B
| – | – |
-301,074
|
|
||
104
Village Super Market
VLGEA
$581M
| – | – |
-13,582
|
|
||
105
WillScot Mobile Mini Holdings
WSC
$3.95B
| – | – |
-194,092
|
|
||
106
Calix
CALX
$3.5B
| – | – |
-76,642
|
|