DAM

DLD Asset Management Portfolio holdings

AUM $844M
1-Year Est. Return 2.69%
This Quarter Est. Return
1 Year Est. Return
+2.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$580M
AUM Growth
-$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$2.36M
3
+$2.35M
4
DFS
Discover Financial Services
DFS
+$1.4M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$1.03M

Top Sells

1
+$2.13M
2
+$1.98M
3
+$1.63M
4
OAKU icon
Oak Woods Acquisition Corp
OAKU
+$821K
5
AYX
Alteryx Inc
AYX
+$778K

Sector Composition

1 Consumer Staples 1.99%
2 Technology 1.94%
3 Financials 0.82%
4 Energy 0.73%
5 Communication Services 0.46%
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