DMBA

Deseret Mutual Benefit Administrators Portfolio holdings

AUM $213M
1-Year Est. Return 13.03%
This Quarter Est. Return
1 Year Est. Return
+13.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$119M
2 +$4.27M
3 +$3M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$119M 94.25%
+1,840,923
2
$4.27M 3.38%
+50,900
3
$3M 2.37%
+60,000