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
$492M
AUM Growth
-$9.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$6.29M
2
+$1.76M
3
+$1.74M
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$1.41M
5
ORCL icon
Oracle
ORCL
+$1.25M

Top Sells

1
+$31.1M
2
+$1.49M
3
+$1.07M
4
SNOW icon
Snowflake
SNOW
+$627K
5
JPM icon
JPMorgan Chase
JPM
+$597K

Sector Composition

1 Financials 9.55%
2 Technology 2.84%
3 Consumer Discretionary 2.41%
4 Healthcare 1.59%
5 Communication Services 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.67M 0.54%
14,545
+35
27
$2.55M 0.52%
26,270
-4,126
28
$2.19M 0.45%
51,956
-234
29
$1.96M 0.4%
47,735
+452
30
$1.94M 0.4%
10,051
-1,234
31
$1.92M 0.39%
15,508
-2,872
32
$1.69M 0.34%
14,314
-440
33
$1.66M 0.34%
7,622
34
$1.63M 0.33%
13,182
-73
35
$1.42M 0.29%
15,311
+3,396
36
$1.4M 0.29%
18,205
-77
37
$1.37M 0.28%
7,501
-1,290
38
$1.33M 0.27%
32,104
39
$1.25M 0.26%
+8,881
40
$1.22M 0.25%
34,333
41
$1.13M 0.23%
45,292
42
$1.1M 0.22%
6,030
43
$1M 0.2%
3,203
-208
44
$974K 0.2%
3,709
+587
45
$944K 0.19%
10,205
46
$864K 0.18%
1,937
-114
47
$860K 0.18%
86,047
-140
48
$808K 0.16%
22,265
49
$800K 0.16%
782
50
$792K 0.16%
2,959
1
2
3 4 5