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
51
$702K 0.15%
4,126
+182
52
$684K 0.14%
10,665
-1,420
53
$684K 0.14%
1,565
+32
54
$675K 0.14%
6,827
55
$655K 0.14%
26,232
56
$633K 0.13%
86,853
-95,930
57
$606K 0.13%
6,633
58
$603K 0.13%
+1,146
59
$592K 0.12%
+782
60
$589K 0.12%
2,367
61
$586K 0.12%
24,970
62
$576K 0.12%
5,050
+17
63
$568K 0.12%
11,635
+276
64
$504K 0.1%
23,800
65
$489K 0.1%
8,820
-1,275
66
$481K 0.1%
9,398
67
$467K 0.1%
9,246
68
$457K 0.1%
11,115
-4,160
69
$455K 0.09%
8,908
70
$424K 0.09%
+2,435
71
$421K 0.09%
24,517
+2,386
72
$396K 0.08%
2,110
73
$393K 0.08%
5,345
+20
74
$391K 0.08%
31,812
75
$391K 0.08%
2,668
+14
1 2
3
4 5