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
$532M
AUM Growth
-$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$6.84M
3
+$881K

Top Sells

1
+$33.7M
2
+$26.1M
3
+$25.4M
4
COTY icon
Coty
COTY
+$14.9M
5
MELI icon
Mercado Libre
MELI
+$7.15M

Sector Composition

1 Consumer Discretionary 47.26%
2 Materials 30.47%
3 Consumer Staples 22.27%
4 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$162M 30.47%
1,123,195
-233,554
2
$137M 25.84%
12,139,696
+1,103,832
3
$114M 21.42%
321,839
-20,183
4
$44.9M 8.43%
432,524
+8,500
5
$43.9M 8.25%
704,538
-59,732
6
$26.3M 4.94%
2,529,225
+658,254
7
$1.8M 0.34%
98,506
-812,967
8
$1.67M 0.31%
15,188
-25,233
9
– –
-809,181
10
– –
-790,897