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
$320M
AUM Growth
+$5.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$2.21M
3
+$1.35M
4
DIS icon
Walt Disney
DIS
+$565K
5
MRK icon
Merck
MRK
+$361K

Top Sells

1
+$7.01M
2
+$2.37M
3
+$1.98M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$1.54M
5
AAPL icon
Apple
AAPL
+$1.45M

Sector Composition

1 Financials 28.68%
2 Technology 4.08%
3 Consumer Discretionary 3.55%
4 Communication Services 1.89%
5 Healthcare 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.92M 0.6%
6
-2
27
$1.77M 0.55%
30,648
-1,776
28
$1.74M 0.54%
14,710
29
$1.65M 0.52%
22,460
+60
30
$1.5M 0.47%
12,113
+4,558
31
$1.46M 0.46%
27,864
32
$1.32M 0.41%
43,150
33
$1.3M 0.41%
6,097
34
$1.14M 0.36%
14,049
35
$1.13M 0.35%
7,917
+327
36
$1.07M 0.33%
36,364
37
$1.07M 0.33%
9,515
38
$978K 0.31%
4,212
39
$960K 0.3%
3,456
+40
40
$927K 0.29%
21,451
-1,879
41
$916K 0.29%
3,496
+772
42
$893K 0.28%
15,943
-42,309
43
$875K 0.27%
11,267
+267
44
$826K 0.26%
17,966
45
$808K 0.25%
5,256
46
$800K 0.25%
28,749
-6,938
47
$724K 0.23%
26,232
48
$705K 0.22%
29,237
49
$704K 0.22%
7,989
50
$696K 0.22%
1,929
1
2
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