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
$9.65B
AUM Growth
-$733M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$485M
2
+$427M
3
+$187M
4
HDB icon
HDFC Bank
HDB
+$129M
5
FISV
Fiserv Inc
FISV
+$125M

Top Sells

1
+$569M
2
+$235M
3
+$207M
4
PYPL icon
PayPal
PYPL
+$190M
5
EPAM icon
EPAM Systems
EPAM
+$188M

Sector Composition

1 Technology 30.28%
2 Communication Services 26.96%
3 Financials 19.71%
4 Consumer Discretionary 8.17%
5 Healthcare 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-4,747
52
– –
-955,666
53
– –
-2,741,350
1 2
3