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
$437M
AUM Growth
+$7.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$590K
2
+$432K
3
+$289K
4
PFE icon
Pfizer
PFE
+$228K
5
FIVN icon
FIVE9
FIVN
+$210K

Top Sells

1
+$5.67M
2
+$3.58M
3
+$1.28M
4
BAC icon
Bank of America
BAC
+$880K
5
BCSF icon
Bain Capital Specialty
BCSF
+$693K

Sector Composition

1 Financials 17.33%
2 Healthcare 2.25%
3 Technology 2.14%
4 Consumer Discretionary 1.1%
5 Communication Services 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.12M 0.49%
170,746
+34,779
27
$2.08M 0.48%
14,300
28
$1.86M 0.43%
9,837
29
$1.64M 0.38%
66,004
-1,325
30
$1.56M 0.36%
48,437
31
$1.55M 0.35%
14,912
+75
32
$1.28M 0.29%
62,894
33
$1.18M 0.27%
13,418
+6,720
34
$1.16M 0.27%
11,869
35
$1.15M 0.26%
11,154
+63
36
$1.14M 0.26%
13,230
37
$1.05M 0.24%
6,947
38
$1.05M 0.24%
29,905
39
$1,000K 0.23%
13,106
-3,683
40
$937K 0.21%
14,668
41
$907K 0.21%
28,749
42
$814K 0.19%
19,637
43
$753K 0.17%
100,000
44
$733K 0.17%
3,685
45
$693K 0.16%
9,088
46
$665K 0.15%
1,929
47
$638K 0.15%
15,785
48
$626K 0.14%
2,776
-69
49
$616K 0.14%
7,253
50
$589K 0.13%
1,565
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