DCP
DSM Capital Partners Portfolio holdings
AUM
$6.75B
1-Year Est. Return
30.55%
This Fund
S&P 500
1 Year Est. Return
+30.55%
AUM
$6.75B
AUM Growth
-$266M
(-3.8%)
Holding
51
Top Buys
| 1 | +$61.3M | |
| 2 | +$51.8M | |
| 3 | +$33.1M | |
| 4 |
Broadcom
AVGO
|
+$27.8M |
| 5 |
ServiceNow
NOW
|
+$15.6M |
Top Sells
| 1 | +$132M | |
| 2 | +$32.3M | |
| 3 | +$28.8M | |
| 4 |
Booking.com
BKNG
|
+$25M |
| 5 |
Arista Networks
ANET
|
+$20.7M |
Sector Composition
| 1 | Technology | 53.99% |
| 2 | Communication Services | 19.09% |
| 3 | Consumer Discretionary | 10.02% |
| 4 | Industrials | 7.93% |
| 5 | Financials | 4.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
WIX.com
WIX
$3.87B
| – | – |
-8,876
|
|