DMBA

Deseret Mutual Benefit Administrators Portfolio holdings

AUM $238M
1-Year Est. Return 12.49%
This Quarter Est. Return
1 Year Est. Return
+12.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1 +$2.13M
2 +$1.03M
3 +$274K
4
COF icon
Capital One
COF
+$126K
5
LNG icon
Cheniere Energy
LNG
+$69.6K

Top Sells

1 +$823K
2 +$99.5K
3 +$62.7K
4
AXP icon
American Express
AXP
+$47.2K
5
X
US Steel
X
+$38.6K

Sector Composition

1 Technology 12.89%
2 Healthcare 8.89%
3 Financials 7.92%
4 Industrials 5.71%
5 Consumer Discretionary 5.62%