DCM
Dimension Capital Management Portfolio holdings
AUM
$638M
This Quarter Return
+9.45%
1 Year Return
+15.88%
3 Year Return
+52.52%
5 Year Return
+93.93%
10 Year Return
–
AUM
$425M
AUM Growth
+$74.7M
(+21%)
Cap. Flow
+$44.1M
Cap. Flow
% of AUM
10.37%
Top 10 Holdings %
Top 10 Hldgs %
70.29%
Holding
112
New
32
Increased
32
Reduced
18
Closed
3
Top Buys
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
$7.95M |
| 2 |
Uber
UBER
|
$4.75M |
| 3 |
Barings BDC
BBDC
|
$3.97M |
| 4 |
New Mountain Finance
NMFC
|
$1.12M |
| 5 |
Tesla
TSLA
|
$1.04M |
Sector Composition
| 1 | Financials | 28.74% |
| 2 | Healthcare | 2.17% |
| 3 | Consumer Discretionary | 1.95% |
| 4 | Technology | 1.94% |
| 5 | Communication Services | 1.79% |
