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
101
$16.7K ﹤0.01%
315
+1
102
$16.5K ﹤0.01%
889
103
$12.6K ﹤0.01%
10,592
104
– –
-11,179
105
– –
-11,298
106
– –
-30,000
107
– –
-1,763
108
– –
-10,065
109
– –
-10,290
110
– –
-12,911
111
– –
-16,661
112
– –
0
1 2 3 4
5