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
$437M
AUM Growth
+$7.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$590K
2
+$432K
3
+$289K
4
PFE icon
Pfizer
PFE
+$228K
5
FIVN icon
FIVE9
FIVN
+$210K

Top Sells

1
+$5.67M
2
+$3.58M
3
+$1.28M
4
BAC icon
Bank of America
BAC
+$880K
5
BCSF icon
Bain Capital Specialty
BCSF
+$693K

Sector Composition

1 Financials 17.33%
2 Healthcare 2.25%
3 Technology 2.14%
4 Consumer Discretionary 1.1%
5 Communication Services 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$289K 0.07%
+2,160
77
$270K 0.06%
2,417
-14
78
$254K 0.06%
1,651
79
$252K 0.06%
1,682
80
$247K 0.06%
1,357
+29
81
$238K 0.05%
8,333
-30,758
82
$236K 0.05%
2,221
-180
83
$235K 0.05%
3,502
84
$230K 0.05%
2,774
-511
85
$230K 0.05%
3,012
86
$228K 0.05%
+5,583
87
$216K 0.05%
5,824
88
$215K 0.05%
1,963
89
$214K 0.05%
5,490
-1,765
90
$210K 0.05%
+2,906
91
$207K 0.05%
162
92
$206K 0.05%
2,068
93
$205K 0.05%
+2,668
94
$203K 0.05%
+6,398
95
$120K 0.03%
1,230
-74
96
$99.7K 0.02%
25,828
97
$77.5K 0.02%
6,500
98
$40.6K 0.01%
560
99
$36.2K 0.01%
12,847
100
$33.8K 0.01%
741
1 2 3
4
5