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
$158M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1 +$6.5M
2 +$5.09M
3 +$4M
4
WLK icon
Westlake Corp
WLK
+$1.74M
5
DRI icon
Darden Restaurants
DRI
+$1.51M

Top Sells

1 +$990K
2 +$987K
3 +$953K
4
WM icon
Waste Management
WM
+$912K
5
TSLA icon
Tesla
TSLA
+$905K

Sector Composition

1 Healthcare 20.41%
2 Financials 17.6%
3 Materials 12.27%
4 Utilities 12.2%
5 Real Estate 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$339K 0.21%
1,392
202
$339K 0.21%
27,826
203
$336K 0.21%
3,793
204
$335K 0.21%
4,416
205
$331K 0.21%
8,575
206
$330K 0.21%
5,176
207
$327K 0.21%
15,642
208
$325K 0.21%
2,752
209
$324K 0.21%
1,614
210
$321K 0.2%
3,589
211
$316K 0.2%
1,664
212
$314K 0.2%
+2,450
213
$304K 0.19%
1,888
214
$301K 0.19%
1,574
215
$299K 0.19%
5,610
216
$296K 0.19%
6,415
217
$290K 0.18%
1,856
218
$289K 0.18%
3,042
219
$287K 0.18%
12,736
220
$286K 0.18%
+10,941
221
$286K 0.18%
3,974
222
$267K 0.17%
7,274
223
$266K 0.17%
12,160
224
$260K 0.16%
4,159
225
$252K 0.16%
2,046