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
$987M
AUM Growth
+$312M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$140M
2
+$38.1M
3
+$28.5M
4
SIX
Six Flags Entertainment Corp.
SIX
+$20.7M

Top Sells

1
+$94M
2
+$39.2M
3
+$9.84M
4
BUD icon
AB InBev
BUD
+$8.51M
5
CZZ
Cosan Limited
CZZ
+$4.53M

Sector Composition

1 Consumer Discretionary 41.08%
2 Materials 20.62%
3 Communication Services 15.62%
4 Consumer Staples 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$213M 21.61%
326,474
-143,907
2
$195M 19.79%
772,932
-155,200
3
$154M 15.61%
6,715,196
-1,800
4
$140M 14.18%
+32,005,653
5
$94.9M 9.62%
744,731
+223,500
6
$59.3M 6.01%
4,438,488
-338,827
7
$59.3M 6.01%
948,489
+331,266
8
$38.1M 3.86%
+1,972,287
9
$24.5M 2.49%
220,080
-76,363
10
$8.21M 0.83%
611,027
11
– –
-301,393