DCM

DGS Capital Management Portfolio holdings

AUM $399M
1-Year Est. Return 36.68%
This Quarter Est. Return
1 Year Est. Return
+36.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1 +$15.2M
2 +$1.86M
3 +$604K
4
WNS icon
WNS Holdings
WNS
+$512K
5
CIXX
CI Financial Corp.
CIXX
+$471K

Top Sells

1 +$1.35M
2 +$464K
3 +$353K
4
USNA icon
Usana Health Sciences
USNA
+$292K
5
SEIC icon
SEI Investments
SEIC
+$270K

Sector Composition

1 Financials 25.15%
2 Technology 19.29%
3 Healthcare 8.29%
4 Communication Services 8%
5 Consumer Discretionary 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-2,879