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
$156M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$4.51M
2
+$4.45M
3
+$1.58M
4
WHR icon
Whirlpool
WHR
+$1.55M
5
HON icon
Honeywell
HON
+$1.38M

Top Sells

1
+$3.94M
2
+$3.07M
3
+$804K
4
PFE icon
Pfizer
PFE
+$349K
5
DBRG icon
DigitalBridge
DBRG
+$327K

Sector Composition

1 Financials 10.54%
2 Consumer Discretionary 2.18%
3 Communication Services 2.12%
4 Healthcare 1.95%
5 Technology 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$446K 0.15%
18,366
-125
52
$439K 0.14%
+4,148
53
$426K 0.14%
30,870
54
$421K 0.14%
1,731
+5
55
$421K 0.14%
1,731
+5
56
$418K 0.14%
2,590
-165
57
$411K 0.13%
+6,868
58
$400K 0.13%
18,232
59
$386K 0.13%
7,980
+360
60
$386K 0.13%
+13,771
61
$383K 0.13%
+6,514
62
$370K 0.12%
5,373
63
$367K 0.12%
+2,711
64
$355K 0.12%
+13,439
65
$353K 0.12%
+3,942
66
$344K 0.11%
11,569
67
$333K 0.11%
11,000
68
$306K 0.1%
5,518
69
$306K 0.1%
5,518
70
$300K 0.1%
10,447
71
$277K 0.09%
2,511
+68
72
$276K 0.09%
1,888
73
$247K 0.08%
14,250
74
$242K 0.08%
7,608
-10,987
75
$230K 0.08%
5,060
-840
1 2
3
4