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
$253M
AUM Growth
+$9.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1 +$467K
2 +$430K
3 +$413K
4
IBM icon
IBM
IBM
+$186K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$165K

Top Sells

1 +$264K
2 +$162K
3 +$148K
4
KO icon
Coca-Cola
KO
+$118K
5
GLW icon
Corning
GLW
+$110K

Sector Composition

1 Technology 11.04%
2 Healthcare 9.59%
3 Consumer Staples 6.62%
4 Financials 5.57%
5 Industrials 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$31.5K 0.01%
432
377
$31.1K 0.01%
308
378
$31.1K 0.01%
306
379
$30.9K 0.01%
184
380
$30.7K 0.01%
710
+123
381
$30.7K 0.01%
1,416
382
$30.7K 0.01%
24
383
$30.4K 0.01%
123
384
$30K 0.01%
2,398
385
$30K 0.01%
500
386
$29.9K 0.01%
2,027
387
$29.9K 0.01%
694
388
$29.8K 0.01%
376
389
$29.6K 0.01%
1,167
390
$29.4K 0.01%
518
391
$29.3K 0.01%
306
392
$29.3K 0.01%
2,658
393
$29.1K 0.01%
2,594
394
$28.8K 0.01%
349
395
$28.8K 0.01%
1,125
396
$28.6K 0.01%
632
397
$27.9K 0.01%
531
398
$27.8K 0.01%
190
399
$27.7K 0.01%
10,468
400
$27.6K 0.01%
537