DCP

DSM Capital Partners Portfolio holdings

AUM $6.75B
1-Year Est. Return 30.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.4B
AUM Growth
+$979M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1 +$149M
2 +$99.2M
3 +$97M
4
AMZN icon
Amazon
AMZN
+$67.1M
5
BSX icon
Boston Scientific
BSX
+$19.6M

Top Sells

1 +$181M
2 +$165M
3 +$73.3M
4
ADBE icon
Adobe
ADBE
+$54.5M
5
ADP icon
Automatic Data Processing
ADP
+$36.2M

Sector Composition

1 Technology 29.56%
2 Communication Services 22.01%
3 Consumer Discretionary 16.19%
4 Financials 15.25%
5 Healthcare 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-51,720