DCM

Discovery Capital Management Portfolio holdings

AUM $1.27B
1-Year Est. Return 97.96%
This Quarter Est. Return
1 Year Est. Return
+97.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$819M
AUM Growth
+$65.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$43.5M
2
+$41.9M
3
+$30.8M
4
AMZN icon
Amazon
AMZN
+$20.8M
5
JD icon
JD.com
JD
+$14.6M

Top Sells

1
+$52M
2
+$46.8M
3
+$32.1M
4
CVX icon
Chevron
CVX
+$30.7M
5
GEHC icon
GE HealthCare
GEHC
+$19.2M

Sector Composition

1 Communication Services 29.39%
2 Utilities 11.49%
3 Consumer Discretionary 11.22%
4 Financials 10.62%
5 Energy 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.2M 0.15%
12,187
+7,405
52
$497K 0.06%
+19,100
53
$488K 0.06%
+26,750
54
$479K 0.06%
5,965
+2,824
55
$401K 0.05%
+699
56
$342K 0.04%
+6,286
57
$239K 0.03%
+1,084
58
$239K 0.03%
+2,878
59
$122K 0.01%
25,000
60
– –
-27,100
61
– –
-667,097
62
– –
-17,000
63
– –
-79,000
64
– –
-19,330
65
– –
-100,000
66
– –
-163,900
67
– –
0
68
– –
-386,248
69
– –
-86,700
70
– –
-291,267
71
– –
-59,200
72
– –
-4,400
73
– –
-357,406
74
– –
-196,300
75
– –
-32,232
1 2
3
4