DCM

Dean Capital Management Portfolio holdings

AUM $256M
1-Year Est. Return 12.02%
This Quarter Est. Return
1 Year Est. Return
+12.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
-$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$2.43M
3
+$2.36M
4
EPC icon
Edgewell Personal Care
EPC
+$1.94M
5
POR icon
Portland General Electric
POR
+$1.82M

Top Sells

1
+$3.88M
2
+$2.61M
3
+$1.96M
4
WTFC icon
Wintrust Financial
WTFC
+$1.88M
5
UMBF icon
UMB Financial
UMBF
+$1.7M

Sector Composition

1 Financials 27.63%
2 Consumer Staples 13.48%
3 Consumer Discretionary 12.96%
4 Industrials 10.63%
5 Utilities 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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140
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143
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