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
451
$16.3K 0.01%
78
452
$16.2K 0.01%
133
-107
453
$16.1K 0.01%
3,211
454
$16K 0.01%
143
455
$15.2K 0.01%
1,230
456
$15.1K 0.01%
+140
457
$14.9K 0.01%
499
458
$14.6K 0.01%
2,009
459
$14.1K 0.01%
260
460
$13.5K 0.01%
1,082
461
$11.7K ﹤0.01%
237
462
$10.4K ﹤0.01%
90
463
$10.4K ﹤0.01%
500
464
$9.97K ﹤0.01%
649
465
$9.86K ﹤0.01%
1,364
466
$8.89K ﹤0.01%
316
467
$8.47K ﹤0.01%
175
-194
468
$8.14K ﹤0.01%
204
469
$7.86K ﹤0.01%
842
470
$7.18K ﹤0.01%
+89
471
$6.78K ﹤0.01%
+134
472
$6.04K ﹤0.01%
+77
473
$5.95K ﹤0.01%
+108
474
$5.84K ﹤0.01%
+38
475
$5.62K ﹤0.01%
+229