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
$235M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$3.57M
3
+$3.4M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.41M
5
DXC icon
DXC Technology
DXC
+$2M

Top Sells

1
+$2.4M
2
+$1.58M
3
+$1.25M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$1.1M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$819K

Sector Composition

1 Financials 20.52%
2 Consumer Discretionary 3%
3 Technology 2.38%
4 Healthcare 1.85%
5 Real Estate 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$44.2M 18.8%
612,490
-15,287
2
$22.5M 9.56%
79,580
-8,497
3
$14.9M 6.32%
1,095,123
+250,492
4
$14.5M 6.17%
223,582
-7,669
5
$14.4M 6.12%
759,610
+188,548
6
$11M 4.66%
255,359
-19,072
7
$9.19M 3.91%
83,464
-4,969
8
$7.38M 3.14%
325,698
-3,731
9
$7.32M 3.11%
25,724
-2,515
10
$5.87M 2.5%
+293,449
11
$5.71M 2.43%
67,909
-14,908
12
$4.71M 2%
89,446
-12,682
13
$3.78M 1.61%
24,707
-10,353
14
$3.42M 1.45%
134,024
-29,810
15
$3.04M 1.29%
21,128
16
$3M 1.28%
24,622
-1,087
17
$2.73M 1.16%
157,617
18
$2.59M 1.1%
61,400
+299
19
$2.5M 1.06%
40,141
20
$2.41M 1.03%
+8
21
$2.36M 1.01%
50,639
22
$2M 0.85%
+31,143
23
$1.98M 0.84%
41,588
-364
24
$1.76M 0.75%
9,650
+22
25
$1.65M 0.7%
38,236
1
2 3 4