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
$293M
AUM Growth
-$2.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$1.43M
3
+$1.13M
4
SGRY icon
Surgery Partners
SGRY
+$877K
5
NMFC icon
New Mountain Finance
NMFC
+$799K

Top Sells

1
+$2.36M
2
+$2.15M
3
+$1.07M
4
JNJ icon
Johnson & Johnson
JNJ
+$953K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$784K

Sector Composition

1 Financials 40.94%
2 Consumer Discretionary 2.44%
3 Healthcare 2.22%
4 Technology 1.88%
5 Communication Services 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$669K 0.23%
9,409
+50
52
$627K 0.21%
48,364
53
$606K 0.21%
+10,695
54
$596K 0.2%
11,376
55
$588K 0.2%
12,038
-5,257
56
$588K 0.2%
19,338
-32
57
$583K 0.2%
18,972
+2,115
58
$582K 0.2%
9,633
-88
59
$573K 0.2%
12,446
+1,380
60
$563K 0.19%
2,986
61
$527K 0.18%
13,948
+509
62
$501K 0.17%
10,379
63
$485K 0.17%
2,721
+23
64
$476K 0.16%
1,940
65
$469K 0.16%
11,397
-102
66
$461K 0.16%
9,314
+92
67
$442K 0.15%
+4,148
68
$422K 0.14%
3,696
+25
69
$419K 0.14%
2,434
-9
70
$418K 0.14%
3,462
71
$389K 0.13%
13,909
-138
72
$388K 0.13%
10,050
73
$384K 0.13%
1,955
74
$376K 0.13%
8,436
75
$368K 0.13%
12,900
-2,176
1 2
3
4 5