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
76
$225K 0.07%
1,951
-154
77
$224K 0.07%
+5,717
78
$224K 0.07%
4,800
79
$210K 0.07%
1,487
80
– –
0
81
– –
0
82
– –
-6,323
83
– –
-2,936
1 2 3
4