DCP

DSM Capital Partners Portfolio holdings

AUM $6.77B
1-Year Est. Return 28.31%
This Quarter Est. Return
1 Year Est. Return
+28.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.54B
AUM Growth
+$612M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$91.5M
2
+$67.1M
3
+$25.7M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$23.9M
5
FTNT icon
Fortinet
FTNT
+$23.3M

Top Sells

1
+$135M
2
+$134M
3
+$89.2M
4
MSFT icon
Microsoft
MSFT
+$52.3M
5
NVDA icon
NVIDIA
NVDA
+$20.4M

Sector Composition

1 Technology 60.55%
2 Consumer Discretionary 11.37%
3 Financials 9.34%
4 Communication Services 8.37%
5 Healthcare 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$25.2M 0.39%
83,137
+78,857
27
$11.6M 0.18%
488,596
+969
28
$11.3M 0.17%
47,494
+703
29
$10.5M 0.16%
52,544
+2,191
30
$9.38M 0.14%
+148,080
31
$7.54M 0.12%
112,351
+400
32
$6.51M 0.1%
62,636
+520
33
$3.71M 0.06%
12,765
-4,696
34
$2.92M 0.04%
135,393
+134,618
35
$2.3M 0.04%
21,676
-364
36
$1.8M 0.03%
+5,077
37
$1.59M 0.02%
13,398
+1,398
38
$1.12M 0.02%
8,400
-160
39
$798K 0.01%
+7,940
40
$700K 0.01%
8,852
+228
41
$568K 0.01%
+2,952
42
$414K 0.01%
6,410
-5,320
43
$396K 0.01%
+3,600
44
$111K ﹤0.01%
+754
45
$97.9K ﹤0.01%
+664
46
$87.3K ﹤0.01%
+342
47
$84K ﹤0.01%
+249
48
$81.8K ﹤0.01%
+168
49
$79.5K ﹤0.01%
+288
50
$79.1K ﹤0.01%
+112
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