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
426
$21.7K 0.01%
524
427
$21.6K 0.01%
336
428
$21.4K 0.01%
620
429
$21.2K 0.01%
452
430
$21.1K 0.01%
608
431
$20.9K 0.01%
599
432
$20.7K 0.01%
165
433
$20.7K 0.01%
652
-30
434
$20.7K 0.01%
385
435
$20.4K 0.01%
140
436
$20.3K 0.01%
167
437
$20.2K 0.01%
465
438
$20K 0.01%
242
439
$20K 0.01%
782
440
$19.7K 0.01%
470
441
$19.7K 0.01%
897
442
$19.7K 0.01%
636
-169
443
$19.6K 0.01%
130
444
$19.5K 0.01%
458
445
$19.3K 0.01%
165
446
$18.5K 0.01%
127
447
$18.2K 0.01%
411
448
$17.9K 0.01%
304
449
$17.2K 0.01%
529
450
$16.9K 0.01%
119
16 17
18
19 20