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
$10.4B
AUM Growth
+$979M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1 +$154M
2 +$124M
3 +$69.5M
4
EDU icon
New Oriental
EDU
+$65.5M
5
BSX icon
Boston Scientific
BSX
+$19.9M

Top Sells

1 +$197M
2 +$165M
3 +$74.8M
4
ADBE icon
Adobe
ADBE
+$61.9M
5
ADP icon
Automatic Data Processing
ADP
+$37M

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