DCM

Dynamic Capital Management Portfolio holdings

AUM $12M
1-Year Est. Return 0.65%
This Quarter Est. Return
1 Year Est. Return
-0.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$391M
AUM Growth
+$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1 +$8.01M
2 +$6.77M
3 +$5.61M
4
RIG icon
Transocean
RIG
+$4.99M
5
F icon
Ford
F
+$4.61M

Top Sells

1 +$6.76M
2 +$5.18M
3 +$4.32M
4
BAC icon
Bank of America
BAC
+$3.97M
5
CAM
CAMERON INTERNATIONAL CORPORATION
CAM
+$3.81M

Sector Composition

1 Industrials 16.96%
2 Energy 15.86%
3 Consumer Discretionary 14.68%
4 Materials 12.47%
5 Technology 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
-1,629
527
-56,870
528
-17,000