DIA

Dean Investment Associates Portfolio holdings

AUM $700M
1-Year Est. Return 13.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$416M
AUM Growth
-$2.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1 +$4.54M
2 +$4.37M
3 +$3.96M
4
MMM icon
3M
MMM
+$3.18M
5
LTC
LTC Properties
LTC
+$3.14M

Top Sells

1 +$3.52M
2 +$3.42M
3 +$2.92M
4
AZZ icon
AZZ Inc
AZZ
+$2.91M
5
SEM icon
Select Medical
SEM
+$2.74M

Sector Composition

1 Financials 19.24%
2 Industrials 16.64%
3 Energy 10.56%
4 Healthcare 9.17%
5 Consumer Staples 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-45,658