DCM

Dimension Capital Management Portfolio holdings

AUM $638M
1-Year Est. Return 15.88%
This Quarter Est. Return
1 Year Est. Return
+15.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$293M
AUM Growth
-$2.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$1.43M
3
+$1.13M
4
SGRY icon
Surgery Partners
SGRY
+$877K
5
NMFC icon
New Mountain Finance
NMFC
+$799K

Top Sells

1
+$2.36M
2
+$2.15M
3
+$1.07M
4
JNJ icon
Johnson & Johnson
JNJ
+$953K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$784K

Sector Composition

1 Financials 40.94%
2 Consumer Discretionary 2.44%
3 Healthcare 2.22%
4 Technology 1.88%
5 Communication Services 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.46M 0.5%
32,424
27
$1.45M 0.5%
196,917
+118,905
28
$1.42M 0.49%
54,220
29
$1.41M 0.48%
8,857
30
$1.25M 0.43%
14,049
+1,460
31
$1.13M 0.39%
+36,364
32
$1.11M 0.38%
8,004
-67
33
$1.1M 0.38%
35,687
34
$1.04M 0.35%
8,733
35
$1.04M 0.35%
35,184
+46
36
$1.01M 0.35%
12,008
37
$984K 0.34%
7,092
-17,036
38
$980K 0.33%
18,575
+26
39
$956K 0.33%
8,130
-31
40
$939K 0.32%
23,312
41
$875K 0.3%
4,210
42
$869K 0.3%
9,295
43
$839K 0.29%
5,458
44
$823K 0.28%
11,916
-31,080
45
$812K 0.28%
27,857
-122
46
$795K 0.27%
7,800
47
$781K 0.27%
4,263
48
$739K 0.25%
12,120
-60
49
$717K 0.24%
+26,232
50
$675K 0.23%
7,780
-600
1
2
3 4 5