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
$481M
AUM Growth
+$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$8.05M
3
+$5.16M
4
AAPL icon
Apple
AAPL
+$2.91M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$2.82M

Top Sells

1
+$6.97M
2
+$5.7M
3
+$3.82M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.43M
5
BCSF icon
Bain Capital Specialty
BCSF
+$3.19M

Sector Composition

1 Financials 18.89%
2 Technology 2.47%
3 Healthcare 1.42%
4 Consumer Discretionary 1.32%
5 Communication Services 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.14M 0.44%
52,412
27
$2.06M 0.43%
14,582
+11,707
28
$2.03M 0.42%
9,502
-335
29
$1.79M 0.37%
11,785
+7,241
30
$1.77M 0.37%
47,175
-656
31
$1.74M 0.36%
+13,255
32
$1.4M 0.29%
+15,002
33
$1.26M 0.26%
+16,320
34
$1.19M 0.25%
32,104
+2,199
35
$1.18M 0.25%
46,916
-13,657
36
$1.05M 0.22%
6,030
-805
37
$1.03M 0.21%
11,593
-8,593
38
$999K 0.21%
20,160
+12,400
39
$989K 0.21%
31,379
-2,554
40
$853K 0.18%
+3,685
41
$850K 0.18%
+1,929
42
$836K 0.17%
3,212
+1,800
43
$821K 0.17%
+35,000
44
$811K 0.17%
9,088
45
$772K 0.16%
5,524
+132
46
$771K 0.16%
+3,203
47
$766K 0.16%
10,205
-3,440
48
$741K 0.15%
22,265
-1,790
49
$718K 0.15%
3,605
+32
50
$708K 0.15%
21,404
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