DAM
Dorsey Asset Management Portfolio holdings
AUM $944M
This Quarter Return
-5.52%
1 Year Return
+18.57%
3 Year Return
+52.72%
5 Year Return
+163.68%
10 Year Return
–
AUM
$944M
AUM Growth
-$26.4M (-3%)
Cap. Flow
+$65.7M
Cap. Flow % of AUM
6.97%
Top 10 Holdings %Top 10 Hldgs %
97.77%
Holding
14
New
3
Increased
2
Reduced
6
Closed
3
Top Buys
1 | $116M | |
2 | $73.6M | |
3 | $60.8M | |
4 | $46.8M | |
5 | $22.4M |
Top Sells
1 | $81.1M | |
2 | $51.7M | |
3 | $49.8M | |
4 | $42.4M | |
5 | $28.9M |
Sector Composition
1 | Communication Services | 25.67% |
2 | Consumer Discretionary | 22.97% |
3 | Technology | 18.09% |
4 | Healthcare | 15.02% |
5 | Industrials | 12.33% |