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
$66.8M
AUM Growth
-$47.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$541K
2 +$365K
3 +$363K
4
BRC icon
Brady Corp
BRC
+$311K
5
WEN icon
Wendy's
WEN
+$57.5K

Top Sells

1 +$2.74M
2 +$1.61M
3 +$1.52M
4
HTLD icon
Heartland Express
HTLD
+$1.46M
5
MUSA icon
Murphy USA
MUSA
+$1.26M

Sector Composition

1 Financials 28.34%
2 Industrials 16.9%
3 Consumer Discretionary 12.91%
4 Consumer Staples 10.38%
5 Utilities 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-6,741
77
-156,189
78
-17,742
79
-12,707