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
$6.55B
AUM Growth
-$352M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$78.9M
2
+$62.3M
3
+$60.4M
4
META icon
Meta Platforms (Facebook)
META
+$59.6M
5
ABT icon
Abbott
ABT
+$54.8M

Top Sells

1
+$121M
2
+$116M
3
+$104M
4
SCHW icon
Charles Schwab
SCHW
+$86.5M
5
MSFT icon
Microsoft
MSFT
+$46M

Sector Composition

1 Technology 64.93%
2 Communication Services 13.73%
3 Consumer Discretionary 8.71%
4 Healthcare 5.77%
5 Financials 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$87.8K ﹤0.01%
142
52
$84.8K ﹤0.01%
305
53
$83.6K ﹤0.01%
500
-414
54
$77K ﹤0.01%
381
55
$74.3K ﹤0.01%
646
56
$70.4K ﹤0.01%
288
57
$70K ﹤0.01%
1,883
+346
58
$64.3K ﹤0.01%
329
59
$62.6K ﹤0.01%
181
-160
60
$61.1K ﹤0.01%
274
61
$60.2K ﹤0.01%
220
-79
62
$58K ﹤0.01%
206
63
$54.8K ﹤0.01%
13
64
$48.8K ﹤0.01%
55
65
$48.3K ﹤0.01%
189
66
$47.2K ﹤0.01%
61
67
$44.7K ﹤0.01%
23
68
$43.8K ﹤0.01%
211
69
$43.8K ﹤0.01%
570
70
$43.1K ﹤0.01%
431
71
$41.2K ﹤0.01%
200
72
$40K ﹤0.01%
148
73
$39.4K ﹤0.01%
311
74
$38.6K ﹤0.01%
184
75
$35.9K ﹤0.01%
440
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