DADR
Dynamo Administracao de Recursos Portfolio holdings
AUM
$29.2M
This Quarter Return
+16.74%
1 Year Return
+44.43%
3 Year Return
+315.76%
5 Year Return
+178.92%
10 Year Return
–
AUM
$141M
AUM Growth
–
Cap. Flow
+$141M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
3
New
3
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Mercado Libre
MELI
|
$98.1M |
| 2 |
AB InBev
BUD
|
$22.5M |
| 3 |
CZZ
Cosan Limited
CZZ
|
$20.7M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 69.45% |
| 2 | Consumer Staples | 30.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Mercado Libre
MELI
$125B
| $98.1M | 69.45% |
+311,689
| New | +$98.1M |
|
|
2
AB InBev
BUD
$122B
| $22.5M | 15.93% |
+201,621
| New | +$22.5M |
|
|
CZZ
3
DELISTED
Cosan Limited
CZZ
| $20.7M | 14.63% |
+2,270,578
| New | +$20.7M |
|