DIGDR
Dynamo Internacional Gestao de Recursos Portfolio holdings
AUM
$264M
This Quarter Return
-8.01%
1 Year Return
+22.79%
3 Year Return
+198.68%
5 Year Return
+177.61%
10 Year Return
+392.88%
AUM
$963M
AUM Growth
+$963M
(-3.8%)
Cap. Flow
+$74.7M
Cap. Flow
% of AUM
7.76%
Top 10 Holdings %
Top 10 Hldgs %
92.64%
Holding
23
New
1
Increased
7
Reduced
7
Closed
2
Top Buys
| 1 |
NTCO
Natura &Co Holding S.A. American Depositary Shares (each representing two Common Shares)
NTCO
|
$38.1M |
| 2 |
Okta
OKTA
|
$29.8M |
| 3 |
Nu Holdings
NU
|
$12.9M |
| 4 |
AppFolio
APPF
|
$11.7M |
| 5 |
Vale
VALE
|
$10.4M |
Top Sells
| 1 |
SGI
Somnigroup International Inc.
SGI
|
$21.1M |
| 2 |
LOMA
Loma Negra
LOMA
|
$11.4M |
| 3 |
Itaú Unibanco
ITUB
|
$6.93M |
| 4 |
Ryanair
RYAAY
|
$6.69M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$3.92M |
Sector Composition
| 1 | Consumer Discretionary | 29.74% |
| 2 | Consumer Staples | 22.28% |
| 3 | Technology | 16.45% |
| 4 | Communication Services | 12.71% |
| 5 | Materials | 8.73% |
