DIP

DT Investment Partners Portfolio holdings

AUM $1.18B
1-Year Est. Return 13.97%
This Quarter Est. Return
1 Year Est. Return
+13.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.18B
AUM Growth
+$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Sells

1 +$55.8M
2 +$40.2M
3 +$17.7M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.91M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$2.44M

Sector Composition

1 Technology 5.38%
2 Healthcare 2.5%
3 Financials 2.15%
4 Industrials 1.47%
5 Consumer Staples 1.11%

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