DIGDR

Dynamo Internacional Gestao de Recursos Portfolio holdings

AUM $264M
1-Year Est. Return 22.79%
This Quarter Est. Return
1 Year Est. Return
+22.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.1B
AUM Growth
-$269M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$65.4M
2 +$51.6M
3 +$45.6M
4
APPF icon
AppFolio
APPF
+$31.7M
5
WALDU
Waldencast Acquisition Corp. Units
WALDU
+$8.09M

Top Sells

1 +$162M
2 +$89.8M
3 +$76.6M
4
DIS icon
Walt Disney
DIS
+$29.1M
5
MELI icon
Mercado Libre
MELI
+$15.6M

Sector Composition

1 Consumer Discretionary 26.97%
2 Consumer Staples 22.49%
3 Materials 18.41%
4 Technology 13.59%
5 Communication Services 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-8,771,001