DCM

Dean Capital Management Portfolio holdings

AUM $243M
1-Year Est. Return 15.95%
This Quarter Est. Return
1 Year Est. Return
+15.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
-$800K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$956K
3
+$853K
4
WTM icon
White Mountains Insurance
WTM
+$827K
5
SCL icon
Stepan Co
SCL
+$617K

Top Sells

1
+$1.57M
2
+$1.48M
3
+$1.35M
4
APOG icon
Apogee Enterprises
APOG
+$1.03M
5
HBB icon
Hamilton Beach Brands
HBB
+$849K

Sector Composition

1 Financials 24.66%
2 Consumer Staples 13.41%
3 Industrials 12.55%
4 Consumer Discretionary 10.26%
5 Utilities 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$423K 0.39%
12,356
-4,718
77
$408K 0.38%
20,288
+4,920
78
$401K 0.37%
27,247
-19,891
79
$320K 0.3%
3,647
-3,888
80
– –
-25,389
81
– –
-43,941
82
– –
-59,114
83
– –
-38,123
84
– –
-50,837
85
– –
-98,187
1 2 3
4