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
$149M
AUM Growth
-$93.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$1.39M
3
+$1.25M
4
AET
Aetna Inc
AET
+$1.19M
5
SYK icon
Stryker
SYK
+$1.14M

Top Sells

1
+$65.4M
2
+$2.48M
3
+$1.9M
4
DHR icon
Danaher
DHR
+$1.59M
5
FDX icon
FedEx
FDX
+$1.53M

Sector Composition

1 Healthcare 22.84%
2 Utilities 18.46%
3 Financials 12.5%
4 Industrials 11.47%
5 Technology 11.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$282K 0.19%
+1,841
202
$282K 0.19%
5,528
203
$281K 0.19%
14,875
204
$281K 0.19%
+3,903
205
$280K 0.19%
2,057
-296
206
$280K 0.19%
+9,510
207
$279K 0.19%
+3,539
208
$278K 0.19%
2,769
-82
209
$278K 0.19%
3,301
-5,726
210
$278K 0.19%
13,126
+3,808
211
$277K 0.19%
1,769
+31
212
$277K 0.19%
4,493
+53
213
$275K 0.18%
7,253
-328
214
$274K 0.18%
+1,749
215
$274K 0.18%
3,297
-5,583
216
$272K 0.18%
+6,208
217
$270K 0.18%
1,514
-148
218
$270K 0.18%
2,703
+471
219
$270K 0.18%
6,787
-11,090
220
$269K 0.18%
6,018
221
$268K 0.18%
4,225
-11,940
222
$267K 0.18%
9,084
223
$267K 0.18%
5,140
-11,340
224
$267K 0.18%
+1,561
225
$266K 0.18%
+2,543
7 8
9
10 11