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
$293M
AUM Growth
-$2.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$3.95M
2 +$1.43M
3 +$1.13M
4
SGRY icon
Surgery Partners
SGRY
+$877K
5
NMFC icon
New Mountain Finance
NMFC
+$799K

Top Sells

1 +$2.36M
2 +$2.15M
3 +$1.07M
4
JNJ icon
Johnson & Johnson
JNJ
+$953K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$784K

Sector Composition

1 Financials 40.94%
2 Consumer Discretionary 2.44%
3 Healthcare 2.22%
4 Technology 1.88%
5 Communication Services 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,700
102
-32,350