DCM
Dimension Capital Management Portfolio holdings
AUM
$638M
This Quarter Return
-0.35%
1 Year Return
+15.88%
3 Year Return
+52.52%
5 Year Return
+93.93%
10 Year Return
–
AUM
$612M
AUM Growth
+$612M
(+16%)
Cap. Flow
+$84.3M
Cap. Flow
% of AUM
13.77%
Top 10 Holdings %
Top 10 Hldgs %
72.35%
Holding
112
New
14
Increased
29
Reduced
33
Closed
3
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$88.6M |
| 2 |
Surgery Partners
SGRY
|
$5.29M |
| 3 |
Concentrix
CNXC
|
$1.66M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$1.3M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$616K |
Top Sells
| 1 |
Maplebear
CART
|
$7.88M |
| 2 |
New Mountain Finance
NMFC
|
$1.92M |
| 3 |
Palantir
PLTR
|
$1.48M |
| 4 |
Bain Capital Specialty
BCSF
|
$1.39M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$1.18M |
Sector Composition
| 1 | Financials | 7.36% |
| 2 | Technology | 2.6% |
| 3 | Healthcare | 1.96% |
| 4 | Consumer Discretionary | 0.95% |
| 5 | Communication Services | 0.88% |
