DCM

Dimension Capital Management Portfolio holdings

AUM $688M
1-Year Est. Return 16.6%
This Quarter Est. Return
1 Year Est. Return
+16.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$4.51M
2
+$4.45M
3
+$1.58M
4
WHR icon
Whirlpool
WHR
+$1.55M
5
HON icon
Honeywell
HON
+$1.38M

Top Sells

1
+$3.94M
2
+$3.07M
3
+$804K
4
PFE icon
Pfizer
PFE
+$349K
5
DBRG icon
DigitalBridge
DBRG
+$327K

Sector Composition

1 Financials 10.54%
2 Consumer Discretionary 2.18%
3 Communication Services 2.12%
4 Healthcare 1.95%
5 Technology 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.05M 0.34%
+15,942
27
$1.05M 0.34%
+36,859
28
$1.03M 0.34%
28,736
-1,780
29
$1.03M 0.34%
+14,602
30
$1M 0.33%
+24,532
31
$983K 0.32%
+12,008
32
$898K 0.29%
+16,740
33
$848K 0.28%
13,560
-27
34
$727K 0.24%
36,271
35
$681K 0.22%
+26,232
36
$671K 0.22%
+14,480
37
$642K 0.21%
4,252
+99
38
$623K 0.2%
9,320
-361
39
$614K 0.2%
+5,638
40
$611K 0.2%
+24,757
41
$607K 0.2%
+17,455
42
$593K 0.19%
+11,376
43
$565K 0.18%
9,026
+21
44
$557K 0.18%
+4,208
45
$545K 0.18%
+2,007
46
$544K 0.18%
1,616
-44
47
$533K 0.17%
+11,933
48
$520K 0.17%
+11,825
49
$489K 0.16%
+11,233
50
$446K 0.15%
18,366
-125
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