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
$243M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1 +$65.4M
2 +$2.48M
3 +$2.22M
4
BAX icon
Baxter International
BAX
+$2.03M
5
TMO icon
Thermo Fisher Scientific
TMO
+$2.02M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.1%
2 Utilities 12.24%
3 Industrials 8%
4 Technology 7.63%
5 Financials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$527K 0.22%
+14,382
127
$522K 0.22%
+7,292
128
$513K 0.21%
+3,488
129
$513K 0.21%
+6,084
130
$511K 0.21%
+6,421
131
$509K 0.21%
+3,593
132
$508K 0.21%
+11,253
133
$505K 0.21%
+29,716
134
$502K 0.21%
+3,747
135
$501K 0.21%
+8,132
136
$501K 0.21%
+12,737
137
$492K 0.2%
+7,077
138
$491K 0.2%
+12,875
139
$485K 0.2%
+9,525
140
$483K 0.2%
+6,006
141
$481K 0.2%
+5,912
142
$480K 0.2%
+9,217
143
$478K 0.2%
+12,407
144
$475K 0.2%
+9,326
145
$471K 0.19%
+11,253
146
$464K 0.19%
+11,831
147
$461K 0.19%
+6,300
148
$457K 0.19%
+3,375
149
$451K 0.19%
+17,542
150
$447K 0.18%
+3,706