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
$235M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$3.57M
3
+$3.4M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.41M
5
DXC icon
DXC Technology
DXC
+$2M

Top Sells

1
+$2.4M
2
+$1.58M
3
+$1.25M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$1.1M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$819K

Sector Composition

1 Financials 20.52%
2 Consumer Discretionary 3%
3 Technology 2.38%
4 Healthcare 1.85%
5 Real Estate 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.61M 0.69%
30,082
+2,218
27
$1.45M 0.62%
11,771
28
$1.43M 0.61%
45,900
29
$1.4M 0.59%
54,220
30
$1.28M 0.54%
8,457
31
$1.16M 0.49%
10,273
32
$1.08M 0.46%
12,589
33
$1.07M 0.46%
14,300
34
$1.05M 0.45%
35,687
35
$1.03M 0.44%
7,352
-244
36
$991K 0.42%
23,312
-7,144
37
$979K 0.42%
8,303
-409
38
$975K 0.41%
+12,008
39
$958K 0.41%
11,004
-121
40
$933K 0.4%
9,216
41
$868K 0.37%
20,860
42
$834K 0.35%
5,458
-967
43
$831K 0.35%
30,105
-1,594
44
$823K 0.35%
9,240
-320
45
$766K 0.33%
7,800
46
$757K 0.32%
4,216
+1,130
47
$718K 0.31%
48,364
+1,680
48
$711K 0.3%
3,537
-17
49
$711K 0.3%
6,830
50
$639K 0.27%
11,843
-7,367
1
2
3 4