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DCC

Dow Chemical Company Portfolio holdings

AUM $239M
1-Year Est. Return 13.16%
This Fund
S&P 500
This Quarter Est. Return
+0.82%
1 Year Est. Return
+13.16%
3 Year Est. Return
+38.95%
5 Year Est. Return
+38.27%
10 Year Est. Return
+161.42%
AUM
$974M
AUM Growth
-$58.2M
Cap. Flow
-$59.5M
Cap. Flow %
-6.11%
Top 10 Hldgs %
82.15%
Holding
29
New
2
Increased
3
Reduced
9
Closed
5
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$232M 23.78%
1,105,793
-70,000
-6% -$14.5M
EEM icon
2
iShares MSCI Emerging Markets ETF
EEM
$28B
$135M 13.83%
3,920,376
AGFS
3
DELISTED
AgroFresh Solutions Inc
AGFS
$92.9M 9.54%
17,500,000
IVV icon
4
iShares Core S&P 500 ETF
IVV
$876B
$89M 9.13%
422,412
+27,000
+7% +$5.63M
AMJ
5
DELISTED
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
$62.7M 6.43%
1,969,090
XLP icon
6
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.2B
$52M 5.34%
942,723
+515,303
+121% +$27.4M
XLK icon
7
State Street Technology Select Sector SPDR ETF
XLK
$115B
$42.8M 4.39%
1,974,000
-16,000
-0.8% -$347K
XLV icon
8
State Street Health Care Select Sector SPDR ETF
XLV
$42.1B
$36.5M 3.75%
509,021
+141,269
+38% +$9.95M
XLF icon
9
State Street Financial Select Sector SPDR ETF
XLF
$55.6B
$29.8M 3.06%
1,489,242
-481,228
-24% -$9.74M
FTAI icon
10
FTAI Aviation
FTAI
$22.2B
$28.2M 2.9%
3,596,613
VNQ icon
11
Vanguard Real Estate ETF
VNQ
$39.9B
$27.2M 2.79%
306,600
VWO icon
12
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$22.9M 2.35%
651,022
XLY icon
13
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.4B
$21.6M 2.22%
554,776
-43,784
-7% -$1.72M
XLU icon
14
State Street Utilities Select Sector SPDR ETF
XLU
$24.1B
$20.2M 2.08%
771,398
-855,126
-53% -$21.1M
XLI icon
15
State Street Industrial Select Sector SPDR ETF
XLI
$33.9B
$20.1M 2.06%
358,997
-23,155
-6% -$1.29M
PFNX
16
DELISTED
Pfenex Inc.
PFNX
$18.6M 1.91%
2,221,428
XLE icon
17
State Street Energy Select Sector SPDR ETF
XLE
$39.5B
$13M 1.33%
380,896
-12,024
-3% -$397K
DBC icon
18
Invesco DB Commodity Index Tracking Fund
DBC
$1.73B
$11.9M 1.23%
777,950
GUNR icon
19
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.19B
$11.3M 1.16%
428,500
XLB icon
20
State Street Materials Select Sector SPDR ETF
XLB
$8.51B
$4.54M 0.47%
195,798
-4
-0% -$93
XBI icon
21
State Street SPDR S&P Biotech ETF
XBI
$10.1B
$1.35M 0.14%
+25,000
New +$1.37M
XOP icon
22
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.42B
$522K 0.05%
3,750
-7,000
-65% -$961K
XHB icon
23
State Street SPDR S&P Homebuilders ETF
XHB
$1.74B
$335K 0.03%
+10,000
New +$338K
TTPH
24
DELISTED
Tetraphase Pharmaceuticals, Inc.
TTPH
$280K 0.03%
3,250
ARDX icon
25
Ardelyx
ARDX
$1.24B
-1,798
Closed -$14K

Similar funds

Dow Chemical Company's Q2 2016 Portfolio in Review

As of Q2 2016, Dow Chemical Company held 29 positions worth $974M, down 5.6% from $1.03B the previous quarter. Its ten largest holdings account for 82% of the portfolio.

Dow Chemical Company withdrew a net $59.5M in Q2 2016, closing 5 positions and reducing 9 holdings. Its most notable exit was iShares iBoxx $ High Yield Corporate Bond ETF, an estimated $47.7M position sold in full.

By sector, the portfolio is most concentrated in Materials at 9.5% of assets, down from 11% a quarter earlier, followed by Industrials and Healthcare.

Against the trend, Dow Chemical Company opened a new position in State Street SPDR S&P Biotech ETF worth $1.35M.

  • Dow Chemical Company's largest Q2 2016 buy was State Street SPDR S&P Biotech ETF: 25,000 shares worth $1.35M.
  • Dow Chemical Company added most to State Street Consumer Staples Select Sector SPDR ETF in Q2 2016, an estimated $27.4M increase.
  • Dow Chemical Company's biggest Q2 2016 reduction was State Street Utilities Select Sector SPDR ETF, cutting an estimated $21.1M.
  • Dow Chemical Company fully exited iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2016, selling an estimated $47.7M.
  • Dow Chemical Company's ten largest holdings make up 82% of its $974M portfolio in Q2 2016.
  • Dow Chemical Company opened 2 new positions and closed 5 in Q2 2016.
  • Dow Chemical Company's portfolio value fell 5.6% quarter-over-quarter to $974M.

Based on Dow Chemical Company's 13F filing for Q2 2016, filed 12 Aug 2016.