DIA

Dean Investment Associates Portfolio holdings

AUM $680M
1-Year Est. Return 14.19%
This Quarter Est. Return
1 Year Est. Return
+14.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$351M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1 +$8M
2 +$7.98M
3 +$6.66M
4
XOM icon
Exxon Mobil
XOM
+$5.78M
5
CXT icon
Crane NXT
CXT
+$5.76M

Top Sells

No sells this quarter

Sector Composition

1 Financials 21.85%
2 Industrials 14.81%
3 Healthcare 9.55%
4 Energy 9.35%
5 Consumer Discretionary 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$313K 0.09%
+5,585
202
$313K 0.09%
+4,067
203
$311K 0.09%
+9,921
204
$309K 0.09%
+7,601
205
$307K 0.09%
+9,609
206
$301K 0.09%
+11,154
207
$301K 0.09%
+4,465
208
$294K 0.08%
+15,758
209
$290K 0.08%
+14,333
210
$281K 0.08%
+6,842
211
$280K 0.08%
+3,948
212
$270K 0.08%
+10,270
213
$269K 0.08%
+18,039
214
$267K 0.08%
+6,071
215
$266K 0.08%
+12,359