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
76
$380K 0.08%
+10,379
77
$376K 0.08%
4,583
-85,005
78
$371K 0.08%
4,408
-149
79
$365K 0.08%
805
80
$350K 0.07%
2,300
81
$322K 0.07%
1,896
82
$316K 0.07%
4,081
83
$316K 0.07%
9,383
-14,421
84
$308K 0.06%
+2,364
85
$308K 0.06%
2,026
86
$278K 0.06%
2,513
-698
87
$274K 0.06%
3,501
88
$271K 0.06%
4,401
-306
89
$267K 0.06%
5,198
90
$261K 0.05%
1,458
-224
91
$233K 0.05%
3,012
92
$233K 0.05%
2,774
93
$232K 0.05%
1,553
-1,207
94
$230K 0.05%
162
95
$230K 0.05%
9,829
96
$229K 0.05%
+2,905
97
$226K 0.05%
+1,000
98
$221K 0.05%
+5,271
99
$217K 0.05%
+1,940
100
$215K 0.04%
+2,600
1 2 3
4
5